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Wade Pfau and Alex Murguia

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Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia

What makes a retirement recommendation not only work but also stick for your clients? Could it be a combination of personality traits and beliefs about the market? We were really fortunate this week to have Dr. Wade Pfau and Alex Murguia on to discuss their research on the topic. They walk us through the tool they have built to help decode what exactly makes our clients tick. Read more

Latest Episodes

Episode 116: Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia

What makes a retirement recommendation not only…

Episode 115: Building Real Policyholder Relationships with Molly Black

Carriers spend a lot of time talking about building strong policyholder…

Episode 114: We Love Annuities with Sheryl Moore

Summer is almost over. What’s the outlook for the annuity industry as we head back…

Episode 113: Income Allocation Planning with Jerry Golden

How do you create more income with less market risk and lower fees and income taxes…

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Hosts

 Paul Tyler

Paul Tyler

 Ramsey Smith

Ramsey Smith

 Mark Fitzgerald

Mark Fitzgerald

 Will Moorcroft

Will Moorcroft

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