---
title: Service Plan & Deliverables Overview
description: We cover how successful advisors utilize and position a service plan and leverage the RPAG suite of technology to create client deliverables and value-added services
---

[Webinars & Expert Thought Leadership | RPAG ](https://webinars.rpag.com)

# [Service Plan & Deliverables Overview](https://webinars.rpag.com/service-plan-and-deliverables-overview)

 Written by [RPAG®](https://webinars.rpag.com/author/rpag) | May 24, 2022 7:00:00 AM

The backbone of any great retirement practice is a robust and repeatable service model that is delivered by the advisory firm. Watch the video below and join Vice President of Advisory Services Solomon Stewart, CFA for a discussion on how to create and deliver a service plan to your clients. In this session, we covered how successful advisors like Solomon utilize and position a service plan while leveraging the RPAG suite of technology and resources to efficiently create client deliverables and value-added services. 

   Presenters:

- Solomon Stewart, CFA, Vice President of Advisory Services

####  Value of Service Plan

A service plan is simple but has a strong impact on client service deliverables and the overall structure when setting up meetings with a client.

- Keep on Track 
    - Helps set the agenda for any given meeting
    - Shows documentation of tasks completed throughout the year
- Set Expectations 
    - Show clients there is a well-developed plan to address their needs
    - Look forward into future years with annual projects
- Remind Clients of Our Value 
    - Detailed view of the core services that we bring to clients as well as other available services
    - Highlight things that do not always get discussed in Committee meetings, E.G, Client Advocacy 

________________________________________

### Looking for more information?

Contact the RPAG Support Team at [support@rpag.com](mailto:support@rpag.com,) to learn more about RPAG and get help with our platform, suite of services, next gen-technology or anything else!

### Not an RPAG Member?

[Schedule a 1-on-1 Demo of RPAG today!](https://info.rpag.com/meetings/luke-vandermillen)

[View full post](https://webinars.rpag.com/service-plan-and-deliverables-overview)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "RPAG®"
  },
  "dateModified" : "2023-03-14T16:50:34.513Z",
  "datePublished" : "2022-05-24T07:00:00Z",
  "headline" : "Service Plan & Deliverables Overview",
  "image" : {
    "@type" : "ImageObject",
    "height" : 1042,
    "url" : "https://6743242.fs1.hubspotusercontent-na1.net/hubfs/6743242/Imported_Blog_Media/Service%20Plan%20and%20Deliverables%20Overview.webp",
    "width" : 1770
  },
  "mainEntityOfPage" : "https://webinars.rpag.com/service-plan-and-deliverables-overview",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "Webinars & Expert Thought Leadership"
  }
}
```