RPAG | Industry Trends and Technology News

The Retireminute | September 30, 2024

Written by RPAG | Sep 30, 2024 5:49:12 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

Q3 Scores will be available Tuesday, October 15.

Learn About the Attributes of Success from our CEO
Vince Giovinazzo, RPAG's CEO, gave an insightful speech about how to succeed in life both personally and professionally.
Watch Vince's Session -->

National Conference Highlights
Feeling nostalgic about the National Conference? We are too, which is why we created a highlight reel for to you reminisce and enjoy the conference all over again!
Immerse Yourself -->

RPAG Portal Enhancements
We are excited to share the following changes and improvements, which are designed to streamline processes, offer more flexibility, and provide a more polished and professional experience for users.
Read Details -->

Scorecard 101 Basics
Our Senior Investment Coordinator went over the basics of our RPAG Scorecard and how you can use it to easily evaluate funds in a plan's lineup.
Access On Demand -->

Digital Sessions

Back to School Series | Sales & Marketing 101
Wednesday, October 2 | 10 a.m. PT/1 p.m. ET
Catch Those Prospects -->

Back to School Series | RFP Benchmarking 101
Wednesday, October 9 | 10 a.m. PT/1 p.m. ET
Benchmark Better -->

Marketing Resources

October 2024 Retirement Times
Newsletters & Memos > Retirement Times
View Here -->

How To Use The Client Servicing Tool
RPAG University
Watch Now -->

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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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