The 2025 RPAG National Conference brought together a powerful community of retirement plan advisors, innovators, and partners in the heart of Chicago for three days of insights, connection, and transformation. From dynamic keynotes to practical breakout sessions, the conference delivered on its promise to equip advisors with the power to grow their business, their expertise, and their impact.
The event opened with an energizing fireside conversation among industry leaders who set the tone for what lies ahead, a future where technology, service, and data converge to help advisors scale smarter.
RPAG is investing in the future, not just in product, but in people, infrastructure, and service. From improving Advisor Portal performance and simplifying workflows, to making data and AI usable in real-world scenarios, every enhancement is designed to remove friction and drive advisor success.
As Robert Barnett, CEO and President of Great Gray Group, noted, "Growth isn’t linear. It comes in steps, and each step requires something different, new systems, new skills, new ways of operating."
This year’s conference made it clear that modern advisors don’t just need investment tools. To compete and grow, they seek support with branding, positioning, digital presence, and scalable marketing strategies.
Sessions on social media, branding, and marketing automation equipped to stand out in a crowded marketplace. RPAG’s marketing team introduced upcoming enhancements to Premium Marketing Packages and teased a new, hands-on offering that brings personalized marketing coaching to advisors ready to elevate their visibility.
Advisors today are navigating new and evolving conversations, from private market investments to retirement income planning. The 2025 National Conference met these challenges head-on with expert panels, frameworks, and peer-to-peer discussions designed to prepare advisors for what’s next.
From participant data and wellness integration to compliance-friendly rollover methods, the sessions demonstrated RPAG's dedication to providing advisors with the resources they need to expand beyond the portfolio and become essential partners to their clients.
RPAG is committed to delivering proactive, value-add service to its members. From investing in Salesforce-based workflows to introducing AI-driven support, the goal is clear: eliminate surprises, accelerate response times, and deliver support that scales with advisors’ needs.
With enhanced SLAs, new onboarding protocols, and a growing team dedicated to client experience, we continue to put service at the heart of everything we do.
Whether we were gathered over breakfast, at our offsite dinner at Mastro’s Steakhouse, or during the Pre-Conference Workshops and Happy Hours, the 2025 conference reminded us of what makes this community so powerful is collaboration, curiosity, and a shared ambition.
This event wasn’t just about what RPAG is building, it was about what we are all building it together.
The 2025 RPAG National Conference was a celebration of that mindset and an invitation to keep choosing growth, through smarter tools, deeper connections, and bolder strategies.
We’re already looking ahead to next year. Until then, thank you to everyone who made this year such a success. Your feedback, energy, and partnership are what fuel our platform, as together, we harness and activate the power to grow.
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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!