Build a Robust Service Plan
The backbone of any great retirement practice is a robust and repeatable service model that is delivered by the advisory firm. Our Senior Plan Advisor Solomon Stewart, CFA and Luke Vandermillen Jr. discuss how to create and deliver a service plan to your clients. In this video we covered how successful advisors like Solomon utilize and position a service plan, and Luke demonstrates how to leverage the RPAG suite of technology and resources to efficiently create client deliverables and value-added services.
- Solomon Stewart, Senior Plan Advisor - RPAG
- Luke Vandermillen Jr, New Business Development - RPAG