Retirement Plan Advisory Group Signs Strategic Partnership with John Hancock Financial Network
According to the agreement, RPAG will provide access to its proprietary suite of technology, tools, and training resources for advisors seeking to build their business within the framework of a best-practices consulting model. Key components of the RPAG platform include:
- A Scorecard SM Generator for investment fund ranking
- An e401k Proposal system for fee benchmarking and vendor RFPs
- Fiduciary Fitness Program
- Fiduciary Briefcase plan sponsor online documentation portal
- Compensation Calculator for advisor pricing models
- Monthly newsletters and legislative updates for consistent client communication
- Prospecting webinars and other marketing tools to build advisor pipelines
"We're very pleased to announce our partnership with RPAG as we get ready to launch our program," said
Advisors using the RPAG platform have access to live customer support Monday through Friday, including on-staff CFAs, former practicing ERISA attorneys, RFP specialists and plan consultants. Advisors receive ongoing practice management assessment interviews by the RPAG support team and are invited to attend monthly training webinars, onsite spring training sessions, as well as an annual user's conference.
"The RPAG tenet that ingenuity creates impact aligns seamlessly with the John Hancock Financial Network culture to deliver innovative ways for their advisors to achieve their goals of business growth and client service," said
About
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About John Hancock Financial Network
John Hancock Financial Network is a national network of independent firms with approximately 1,900 financial professionals across the U.S. A leader with the stability and scale to offer an innovative business model, John Hancock Financial Network gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on John Hancock Financial Network and its national network of independent firms, visit https://www.johnhancockfinancialnetwork.com.
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