The Retireminute | October 3, 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

Q3 Scores Will Be Live Monday, October 16

RPAG Scoop | Spooky Edition!
Don't get spooked by the Scoop! We have a festive edition of the RPAG Scoop ready for you to watch. This episode features characters such as Oogie Boogie, Luke Vampiremillen and our Enchantress, Lauren Neeno. Tune in to catch a fright!
Watch Now -->

RPAG University
For all of our advisors that need tutorials or a refresher on modules in the RPAG Portal, we have you covered! Our brand-new RPAG University will have everything you need to succeed as an RPAG member.
Explore Our Virtual Campus -->

Events

Wealth@Work Conference
For those attending the Advisor2x event in Wilmington, NC, we are excited to announce that our very own SVP of New Business Development, Jesse Taylor, will be hosting a session on "How to Build a Modern Sales and Marketing Process" from 11:00 - 11:30 AM, October 16, in Baltimore 3-4.

Digital Sessions

Calamos Investments Presents: Why Private Credit?
Tuesday, October 10 at 10am PT
Register Now-->

Back to School Digital Webinar Series: #2 Benchmarking 101
Wednesday, October 4 at 10am PT
Take Your Seats -->

Back to School Digital Webinar Series: #3 Scorecard Methodology
Wednesday, October 11 at 10am PT
The Teacher is Waiting -->

flexPATH Strategies

QDIA Attrition | Episode 10
Recent participant behavioral trends challenge the idea TDFs' are immune to emotional/reactionary investing. Learn more with Jonathan Coombs about how the industry is responding!
Learn More -->

Marketing Resources

Revitalizing Recruitment and Retention
Partner Resources > OneAmerica
View Here -->

Engaging Clients on Recent Retirement Legislation
Partner Resources > Putnam
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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