RPAG | Industry Trends and Technology News

The Retireminute | January 21, 2025

Written by RPAG | Jan 21, 2025 7:07:17 PM

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

Q4 scores are live.

Martin Says Marketing Matters!
Martin Graham, our Sr. Marketing Manager is telling you to start marketing your advisory services! Marketing matters, and it's your job to get your name in front of potential clients. Learn why and how Martin and the RPAG team can help you.
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Uploaded Tech Enhancements
Click the link below to view updates to the RPAG portal such as the customizable recommended group series assets text box in the FIR and more!
See Most Recent Updates -->

New RPAG University Video!
We just released "How to Use Traditional Fund Mapping" for your continued advisory education. These videos are helpful for new and experienced advisors looking to increase their knowledge of the RPAG portal and its helpful time savers.
Start Lesson -->

Digital Sessions

Scorecard Diagnostics
Jan 22 | 10 a.m. PT/ 1 p.m. ET
Last Day -->

Benchmark Pit Stop
Jan 29 | 10 a.m. PT/ 1 p.m. ET
Join Us! -->

Social Media Highway
Feb 5 | 10 a.m. PT/ 1 p.m. ET
Register Here -->

Marketing Resources

Q1 2025 Fiduciary Hot Topics
Newsletters & Memos > Fiduciary Hot Topics
View Here -->

2025 Hosted Webinar Schedule
Content Marketing Plan
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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