How are you planning on differentiating yourself from your competition in 2022? With half of the year already over, it’s time to start leveraging all of the resources and cutting-edge technology available to you. Here at RPAG, we’re constantly coming up with new resources to not only assist advisors with servicing their current clients but also give them all of the necessary tools to win new business and expand their retirement practice.
Watch the video and join us as we dive into some of the newest resources at RPAG and how you can leverage RPAG to gain the ultimate competitive advantage.
Presenters:
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- Luke Vandermillen, New Business Development Associate
- Matthew Giovinazzo, Senior Investment Advisor
Topics we covered include:
- New CRM data integration
- New report modules
- WellCents updates
- Fund Mapping and considerations enhancements
- New CIT with T. Rowe Price
- Coming soon to RRAG
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Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next gen-technology or anything else!
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