The Q4 selling season is quickly approaching. As you approach your year-end client meetings, and close the leads you’ve been working on all year, you should evaluate your fiduciary process to ensure it giving you a competitive advantage.
Watch our short webinar to see what’s new at RPAG and highlight how the RPAG suite of technology, resources and training helps financial professionals save time, and win more business.
Topics we covered include:
- Automated Meeting Minutes, Fund Change Memos & Notes Storage
- All new Defined Benefit & Cash Balance Plan Reporting
- Powerful Advisor Fee & Service Benchmarking
- Integrated Financial Wellness & Participant Meeting Booking tools
- Exclusive, Low-Cost Collective Investment Trusts
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If you have any questions or want to learn more about RPAG, please contact support@rpag.com.
