The Retireminute | May 8, 2023
Published by
RPAG
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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
Market Your Firm Like a Pro
Marketing is an essential aspect of any business, and whether you're starting or looking to evolve your marketing strategy, there are certain dos and don'ts that can help you achieve your goals.
Read On -->
RPAG Is Joining the Retirement Advisor Council
RPAG is now one of two Associate Members of the Retirement Advisor Council. The company will be represented by Jefferson D. Cheshier, Vice President, Institutional Client and Member Relations who will participate in the Advisor Tools and Resources committee.
Read Article -->
Add Value with Expertise in Compensation-Based Assets
As retirement-focused advisors build out their wealth practice, it is important to have the right tools and knowledge. Columbia Threadneedle Investments understands the complexities of a workplace compensation and benefits plan and can well position you to take advantage of personal wealth opportunities.
Learn How -->
The Millennial Benefit: How to Win the Recruitment Game
Student Loan Debt has top $1.75 Trillion and younger employees are looking to their employers for help.
Learn More-->
Events
Portfolio Construction in a Time of Known Unknowns
May 9 at 10 AM PT/1 PM ET
Unlock the Secrets -->
Solving the TDF Scorecard Methodology Puzzle
May 10 at 10 AM PT/1 PM ET
Acquire Knowledge -->
An Intro to RFP Express
May 18 at 10 AM PT/1 PM ET
Achieve Perspective -->
Marketing Resources
2023 Regional Summits | Understanding Secure 2.0
RPAG Conference > Regional Summits
View Here -->
For Premium Marketing Members Only Get Started Today
Content Marketing Plan
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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!