Summer Camp Week 2: S’mores, Scores & Campfire

A deep dive of the RPAG Scorecard

Whether your client likes to kick back and watch the flames or discuss the ingredients in their gourmet S’mores, you have the tools to control the fire. A great advantage of our Scorecard is that it can be presented quite simply (while breakfast is cooking) or it can be used to generate critical performance observations (how to avoid giardia). This session will offer insight on presentation strategies to suit every camper’s interest. The best-prepared camper will be the most successful, and will hopefully keep the bears away.

Presenter:

• Andrew Bawdon, Senior Relationship Manager, RPAG

Didn't catch all the summer camp series?

The Summer Camp is a RPAG webinar series that gives campers a deep dive into all things RPAG. Whether it’s just learning about RPAG and how we help advisors grow their retirement plan practices, or diving into all of the resources and technology in the RPAG Platform, RPAG Summer Camp has something for you!

1. Camp Orientation: Meet your counselors, sign-up for camp activities – RPAG Tips & Tricks
2. S’mores, Scores and Campfire – A deep dive of the RPAG Scorecard and Fiduciary Investment Review (FIR)
3. Scavenger Hunt- Finding the best retirement plan provider
4. Nature Study - Stable Value Analyzer and Target Date Analyzer
5. KIT: Turn your camp friends (prospects) into best friends (clients) - Prospecting