The Retireminute | June 5, 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

The Art of Closing Deals
This discussion uncovers the 12 biggest sales presentation mistakes and reveals the best practices for ensuring successful closures.
See On Demand -->

Paychex State Mandate Resource
Many states are requiring employers to offer retirement savings programs. What's happening in your client's state?
Find Out Now -->

Make More Per Hour
Unlock greater earning potential. Leverage your expertise, tap into the small plan market, and increase productivity with our unrivaled advisor support.
Small Plan Economics -->

Events

Grow Your Practice in the 403(b) & 457(b) Markets
June 6 at 10 AM PT/1 PM ET
Attain Wisdom -->

Attract & Retain Younger Employees | with Flexible & Budget-Friendly Benefits
June 13 at 10 AM PT/1 PM ET
Garner Understanding -->

The Game-Changer in Retirement Advisor Marketing
June 14 at 10 AM PT/1 PM ET
Discover Secrets -->

Limitless: 2023 National Conference
September 10-12
Save the Date -->

Marketing Resources

Budgeting Worksheet
Participant Services > Participant Education
View Here -->

RFP General Consulting Form
RFP & Fee Benchmarking > Client Templates
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