In the highly competitive retirement plan advisory space, precision, efficiency and the ability to deliver value set elite advisors apart. PlanFees, powered by RPAG, has long been providing advisors with tools and technology that deliver critical market insights and innovative benchmarking solutions.
PlanFees’ most recent offering, RFP Express, gives advisors the ability to generate instant, precise price quotes from top industry providers — with custom quotes available within 24 hours. RFP Express will help you differentiate your practice by letting you deliver accelerated, accurate, and actionable information to plan sponsors.
But now we’re taking it up a notch by providing non-RPAG advisors even greater value with the inclusion of the RPAG Premium Marketing Package. Here’s what you’ll get.
Comms and Content
From drip email templates, social media calendars and one-page flyers to newsletters, social post calendars, example tweets and posts, and plan sponsor and participant memos, you’ll have access to valuable marketing content to amplify your voice in the marketplace. All content is FINRA-approved and can be customized with your own branding.
Prospecting and Sales Support
You’ll receive professional, brandable plan sponsor presentations and a sales pitch deck with more than 50 slides, including introduction and finalist versions to help you put your best foot forward and close the deal with decision-makers. Our beautifully designed presentations on topical content qualify for HRCI and SHRM CE credits to encourage engagement and attendance.
Consultant RFP Responses
One of the most time-saving features of the RPAG marketing suite is our consultant RFP response process. The Advisor RFP has gone decidedly downstream and is no longer just for large and mega-market plans. Plans as small as $5 million are using this time- and labor-intensive process to select their advisor. Our team has responded to more than 600 RFPs, and our process effectively communicates UVPs and key differentiators, leading to more finalist meetings — and more sales.
RFP Express and the RPAG Premium Bundle — Better Together
RPAG and PlanFees’ tools and marketing resources can help advisors at any stage bulk up their prospect list while also providing top-tier service to plan sponsor clients. Learn more about the RPAG Premium Marketing Bundle and get on board RFP Express to fast-track your professional practice.
