It’s a brand-new year! As a retirement advisor, you want to get on the right track to reaching the goals you and your team are aiming to reach this year, and we want to be there to help (at least with the business side)! Join our speaker, Luke Vandermillen Jr., to learn more about how RPAG can help your retirement advisory practice reach its fullest potential and outshine your competition. From our comprehensive fee benchmarking suite, the RPAG Scorecard to help you evaluate plan investments, to our award-winning Rollover Ready report, RPAG provides you everything you need to win new business in 2024.
The PlanFees benchmarking universe relies on robust, diverse, and verified data aggregated from tens of thousands of live-bid pricing proposals from industry leaders. Users can customize reports based on plan type, assets, and participants, ensuring tailored insights. Additionally, we explore the Prism365 advisor fee and service benchmarking database, developed through surveys involving more than 400 advisors and covering essential fiduciary services. As a bonus, we introduce RFP Express, a tool that provides instant quotes from top recordkeepers. Join us for a session filled with insights, practical applications, and success stories, and discover how Prism365, along with RFP Express, can elevate your advisor excellence to new heights.
Presenters:
- Luke Vandermillen Jr., Director of New Business Development, RPAG
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About SpeakersIntroducing our speaker, Director of New Business Development, Luke Vandermillen Jr.! With over 4 years as an Advisor Service Associate listening to the issues that advisors are having on a daily basis, he has gained a deep understanding of the challenges faced by retirement advisors and is armed with a passion for innovation and an acute sense of industry trends. |
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Looking for more information?
Contact the RPAG Support Team support@rpag.com, to learn more about RPAG, get help with our platform, or anything else!
