Summer Camp Week 5: KIT

Turn Your Prospects Into Clients

There are many approaches to developing a closer relationship with your camping companions and their committee members. Impress them with your ability to solve problems (like keeping the marshmallow on the stick while over the fire). Turn a spark into a warm long-term relationship. Enjoy a long stay at Camp RPAG while keeping the bears and wolves away (…and I know we’ll have some fun if it stops raining).

Presenter:

• Tom Heuer, Advisor, 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