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 President's Day, our office will be closed on Monday, February 17 and will resume standard business hours Tuesday, February 18.
The Insights Advisors Need, All in One Place
Staying ahead in 2025 starts with the right information. This month’s RPAG Scoop breaks down market trends, Fund Mapping updates, and key platform enhancements so you can make smarter decisions and better serve your clients.
Watch Now -->
A Better Look at Fund Mapping
Have you ever wanted extra guidance when looking at our Fund Mapping resource in the RPAG portal? We have a great "How To" video located on our RPAG University platform along with other solutions for you to learn more about.
Get the Guide -->
Benchmark Smarter, Not Harder
Learn how to properly benchmark your fees with guidance from Luke Vandermillen Jr. The RPAG Benchmarking Suite helps you assess where your plans stand and ensure they remain competitive in the market.
Improve Today -->
Marketing Resources
Q4 2024 Combo Meeting Summary
Servicing Your Clients > Meeting Summary Templates
View Here -->
Q4 2024 Fiduciary Investment Review Meeting Summary - with Sample Wording
Servicing Your Clients > Meeting Summary Templates
View Here -->
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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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