Alex Murguia

Episode 117: Matching Your Practice Model To Your Client’s Psychology with Wade Pfau and Alex Murguia

No comments

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.

Also, do you want to get regular updates on news about Wade, Alex and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

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:
https://www.amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X/

General website for the RISA:
www.risaprofile.com/

 Watch

 Listen

Receive Updates



Show Sponsors

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.

Ashley SaundersEpisode 117: Matching Your Practice Model To Your Client’s Psychology with Wade Pfau and Alex Murguia
read more

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

No comments

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 Dr. 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.

Also, do you want to get regular updates on news about Wade, Alex and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

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:
https://www.amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X/

General website for the RISA:
www.risaprofile.com/

 Watch

 Listen

Receive Updates



Show Sponsors

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.

Ashley SaundersEpisode 116: Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia
read more