We busted out the back-packs, hiking boots and bug sprays, for RPAG’s Summer Camp! Camp RPAG is a webinar series that gave our campers a deep dive into all things RPAG. Learning about RPAG and how we help advisors grow their retirement plan practices, diving into all of the resources and technology in the RPAG Platform, RPAG Summer Camp had something for you.
Session 1 - RPAG overview and camp orientation
We shook off our pre-camp jitters and met our new '"camp friends" don't miss out on the first session of RPAG Summer Camp where our Camp Counselors lead us through an orientation of Camp RPAG, and how to take advantage of all the nearly unlimited technologies, resources, and solutions that are part of RPAG membership.
Session 2 - A deep dive of the RPAG scorecard
Whether your client likes to kick back and watch the flames or discuss the ingredients in their gourmet S’mores, you have the tools to control the fire. A great advantage of our Scorecard is that it can be presented quite simply (while breakfast is cooking) or it can be used to generate critical performance observations (how to avoid giardia). This session offers insights on presentation strategies to suit every camper’s interest. The best-prepared camper will be the most successful, and will thankfully kept the bears away.
Session 3 - A deep dive of the RPAG scorecard
Ready, set, search! But where? Is there a “best provider” for your client? Certainly, there are providers whose core competencies will align more closely with the needs and goals of each plan. We showed you how we scavenge the field to match your client with the most suitable providers. We know the clues you’ll need to find the best-hidden treasures (pssst…the Swiss army knife was hidden under the canoe).
Session 4 - analyzing stable value and target date funds
Stable Value offerings can vary considerably among providers. In this session, our scientists magnified the main stable value structures, their pros and cons, and how to determine the best fit for your client (Is that an amoeba or a paramecium?). Then, we turned our attention to the RPAG Target Date Analyzer to provide you a valuable analysis of the various risk levels, asset classes, cost passive/active positioning, and more to allow you to help your client focus on the “best fit” for your clients’ plan demographics….naturally!
Session 5 - turn your camp friends (prospects) into best friends (clients)
There are many approaches to develop a closer relationship with your camping companions and their committee members. Impress them with your ability to solve problems (like keeping the marshmallow on the stick while over the fire). Turn a spark into a warm long-term relationship. Enjoy a long stay at Camp RPAG while keeping the bears and wolves away.
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If you have any questions or want to learn more about our summer camp, please contact support@rpag.com.
