Join us for an insightful webinar where we'll explore how financial advisors are leveraging RPAG’s powerful tools to streamline prospecting and uncover high-potential retirement plan opportunities. Learn proven strategies to identify ideal prospects, differentiate your value, and accelerate business development—all while saving time and maximizing efficiency. Whether you're new to RPAG or looking to sharpen your approach, this session will provide actionable tips and real-world examples to help you grow your retirement plan practice.
Whether you’re looking to grow your book of business, identify new opportunities, or better impress prospects, this session will walk you through proven strategies and powerful tools within the RPAG platform.
What You’ll Learn:
- A 10,000-foot overview of RPAG’s comprehensive platform
- How to identify and build prospect lists with 5500 search technology (Larkspur Executive)
- Ways to analyze and evaluate prospects using RPAG’s technology stack
- The “Three Fs” approach: Funds, Fees, and Fiduciary Oversight
- How to leverage reports like Fiduciary Investment Reviews, Plan Fees Prism, Target Date & Stable Value Analyzers, and RFP Express
- Strategies top advisors use to stand out and deliver real value to plan sponsors
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Luke Vandermillen Jr. is the Director of Business Development at RPAG, with over six years of experience. His background includes several years as an Advisor Service Associate, where he gained deep insights into the challenges faced by retirement advisors. He is driven by a passion for innovation and industry trends. |
Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!
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