Webinars & Expert Thought Leadership | RPAG

Strengthening Your Client Servicing Tactics

Written by RPAG | Oct 29, 2024 11:04:59 PM

Join our Chief Relations Officer as she shares proven strategies for building and nurturing long-lasting relationships with plan sponsors in the retirement plan advisory space.

In this session, we will cover:
  • Proactive and Personalized Communication: Discover how consistent, tailored interactions—like quarterly check-ins and thoughtful updates—can build trust and deepen client engagement.
  • Understanding and Meeting Client Needs: Learn how to listen effectively to client concerns and provide tailored solutions that directly address their specific retirement plan goals.
  • Adding Value Beyond the Basics: Explore ways to go beyond standard services by gathering feedback through client surveys and providing continuous education on industry trends.
  • Creating Long-Term Client Loyalty: Implement strategies to foster deeper connections, such as anticipating client needs, solving problems proactively, and positioning yourself as a trusted advisor.

This digital session will provide practical, relationship-focused strategies that will help you build strong, enduring partnerships with your clients.

November 13, 2024 at 10:00 AM PST / 1:00 PM EST

 

 

Veronica Lee

As a member of the Senior Management team, Veronica is an exceptional contributor to the quality of client relationships as RPAG’s Chief Relations Officer. Veronica joined RPAG at its inception in 2004, one of three original employees. Veronica graduated from the University of California at Los Angeles (UCLA) and earned her BA in history.

 

Da'Ron Jennings

Da'Ron Jennings joined as an Advisor Service Associate at RPAG in 2023. He has a strong desire to help advisers in the field realize their full potential and achieve their business objectives. He is dedicated to providing creative solutions and outstanding service in the fields of financial services and technology, drawing on his experience in financial analysis and customer assistance at RPAG.

 

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!

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