Webinar: Speed Up Your Sales Cycle and Close More Business with RISA® by CreativeOne

About This Webinar

Meet RISA®, the first personality assessment for your client’s wallet.

The Retirement Income Style Awareness® (RISA®) Profile examines the decision-making factors that pre-retirees and retirees consider among the various retirement income decisions and identifies their best fit. How does the RISA® assessment benefit you and your practice?

Developed by renowned retirement income experts Wade Pfau, Ph.D., CFA, RICP®, and Alex Murguia, Ph.D., the Retirement Income Style Awareness profile allows you to personalize retirement income planning, build stronger client connections, and future-proof your practice. It takes the best that psychology and financial planning have to offer, and helps identify your client’s retirement income style and implementation approach.

Join us to hear from Alex and Wade discuss in detail the benefits of leveraging an innovative tool like the RISA profile to add to your credibility, close more business, and create more revenue.

Agenda

Use it as a pre-appointment tool to identify prospects ready to close now and deprioritize DIY prospects who won’t convert.
Close business faster, using the best research in Retirement Income Strategy psychology built by the most prominent names in finance.
Deepen client relationships and facilitate more successful outcomes by introducing a retirement plan that resonates with each client, building loyalty and credibility along the way.

Presenters

Wade Pfau

Co-Founder, RISA®

Wade is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness (RISA®) tool and a co-host of the Retire with Style podcast. Wade serves as a principal and as the director of retirement research for McLean Asset Management, while maintaining his role as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®) designation program.

Holding a doctorate in economics from Princeton University, Wade has published more than 60 peer-reviewed research articles in a wide variety of academic and practitioner journals. He is a contributor to Forbes, Advisor Perspectives, and an Expert Panelist for the Wall Street Journal. Wade’s newest book is Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.

Alex Murguia

Co-Founder, RISA®

Alex is a co-founder of the Retirement Income Style Awareness (RISA®) tool and Managing Principal for McLean Asset Management and Retirement Researcher. He is also a co-host of the Retire with Style podcast. Alex holds a doctorate in clinical psychology from The George Washington University where he was also a fellow for the National Institutes of Health. Alex has published many peer-reviewed research articles in a wide variety of academic and practitioner journals for both financial planning and psychology-related fields.

Dennis Mattern

VP, Market Development