Last week, we explored the psychology of building a retirement solution for a client that not only delivers results, but also adapts to the personality traits of your client. This week, in part 2 of our discussion, Dr. Wade Pfau and Dr. Alex Murguia explore how advisors and firms should change their engagement strategy and even their service offerings to meet the exact needs of each client.
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Links mentioned in this episode:
The Retirement Income Advisor Challenge on October 25 and 26 will allow advisors to learn more about what the RISA is, to take it, and to learn how they can incorporate it into their firms: http://risaprofile.com/challenge
Wade’s new book is the Retirement Planning Challenge. The RISA is discussed in Chapter 1:
General website for the RISA:
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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