Every great advisor knows that a well-tuned engine drives better results—and that’s exactly what RPAG’s scorecard delivers. In this session, we’ll take a deep dive under the hood of our scorecard, showcasing its unique design, the data it analyzes, and the strategy behind its implementation. Discover how this tool evaluates plan performance with precision, helping you identify key areas for improvement and providing you with the insights needed to guide clients toward better outcomes. Shift into high gear and make this scorecard a cornerstone of your advisory services.
January 22, 10 a.m. PT/ 1 p.m. ET
 |
Brooke joined RPAG in October 2023 and brings a strong analytical background to the team. A UCLA graduate with a BS in Mathematics, she has expertise in both pure and applied mathematics and a passion for leveraging data to improve financial planning. With advanced knowledge of data programs and a knack for building predictive models, she’s dedicated to helping advisors and plan sponsors navigate trends and make informed decisions. |
