The Retireminute | December 26, 2023

The weekly newsletter offers retirement advisors a comprehensive update on the latest news, developments, and resources. It includes updates on RPAG technology, marketing resources, and custom solutions that can help advisors better manage client accounts, promote their services, and address specific needs. The Retireminute also provides information on upcoming training and events, such as webinars and conferences, to help advisors improve their skills and stay current on industry trends. Overall, this serves as a valuable resource for retirement advisors looking to stay informed and improve their practice.

News & Updates

Holiday Hours
In observance of New Years, our office will close Friday, December 29, at 1:30 pm PT, and will resume standard business hours Tuesday, January 2.

RPAG Portal Enhancements!
As of December 14, you have improved Meeting Minutes and FIR accuracy, more flexibility in Plan Details, and more!
Read About All Updates -->

Wanting to Up Your Marketing Game?
There are so many reasons why you should be putting effort into marketing your firm, but the biggest is to put your brand in front of more prospects to make more money.
Where Should You Start? -->

Events

RPAG Regional Summits
Only a couple more weeks until registration for our Regional Summits is open! We will be coming to 4 awesome cities around the country to see you, so mark your calendars and save the date for the city that works best for you.
Save the Date -->

Marketing Resources

The Real Cost of Coffee and Lunch
Participant Services > Participant Memos
View Here -->

Understanding Your Stock Options
Participant Services > Participant Education
View Here -->

________________________________________

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!

Not an RPAG Member?

Back to Blog