Back to School Series | RFP Benchmarking 101

Retirement advisors may lose business by not benchmarking their fees properly. By creating proper RFP responses and regularly benchmarking your fees, you can retain your loyal clients while expanding your book of business. Watch this session to see our RFP Systems Manager discuss the different solutions available to RPAG members such as:
Consultant RFP Response
RFP Express
Custom Quotes
Prism Report
Prism365
RPAG: rpag.com
Get Started: www.rpag.com/c...
More information: insights.rpag.com
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