Summer Camp Week 3: Scavenger Hunt
Finding the best retirement plan provider
Ready, set, search! But where? Is there a “best provider” for your client? Certainly, there are providers whose core competencies will align more closely with the needs and goals of each plan. We’ll show you how we scavenge the field to match your client with the most suitable providers. We know the clues you’ll need to find the best-hidden treasures (pssst…the Swiss army knife is hidden under the canoe).
Presenter:
- Luke Vandermillen, New Business Development, 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!
- Camp Orientation: Meet your counselors, sign-up for camp activities – RPAG Tips & Tricks
- S’mores, Scores and Campfire – A deep dive of the RPAG Scorecard and Fiduciary Investment Review (FIR)
- Scavenger Hunt- Finding the best retirement plan provider
- Nature Study - Stable Value Analyzer and Target Date Analyzer
- KIT: Turn your camp friends (prospects) into best friends (clients) - Prospecting
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