In this follow-up episode of the Complete Advisor Podcast, guests Wade Pfau and Alex Murguia discuss the Retirement Income Style Awareness (RISA) framework, designed to help financial advisors understand clients’ retirement income preferences.
During our discussion, we talk about:
How RISA guides advisors in creating tailored retirement strategies aligned with clients’ preferences.
Why using RISA with existing clients and prospects makes sense in understanding the psychology behind clients’ retirement income choices.
How RISA will help clients to make informed decisions about their retirement income strategies.