53 min listen
Episode 71: RISA® in Action: How to use the RISA® for client discovery meetings that lead to effective retirement plan options.
Episode 71: RISA® in Action: How to use the RISA® for client discovery meetings that lead to effective retirement plan options.
ratings:
Length:
61 minutes
Released:
Jun 9, 2023
Format:
Podcast episode
Description
First and foremost, RISA® aside- It is a wonderful episode demonstrating the power of the Hunter family!
Alex and Wade speak to the father and son combo of Brad and Hunter. Hailing from the Ozarks, they discuss how they utilize the RISA® the get to the heart of the matter with their prospects. They describe their RISA® process and how it facilitates the presentation of different retirement income options based on the individual profile. Additionally, they discuss how they then provide solutions across their firm. Three generations of financial professionals can’t be wrong! Listen now to learn more!
Links
Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors
Find out more about Brad and Hunter- https://guaranteedsafemoney.com/
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Alex and Wade speak to the father and son combo of Brad and Hunter. Hailing from the Ozarks, they discuss how they utilize the RISA® the get to the heart of the matter with their prospects. They describe their RISA® process and how it facilitates the presentation of different retirement income options based on the individual profile. Additionally, they discuss how they then provide solutions across their firm. Three generations of financial professionals can’t be wrong! Listen now to learn more!
Links
Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors
Find out more about Brad and Hunter- https://guaranteedsafemoney.com/
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Released:
Jun 9, 2023
Format:
Podcast episode
Titles in the series (96)
Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low: The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the opposite may be true. We break down four reasons to consider the possibility that you are underspending by applying the 4% rule to your retirement income... by Retire With Style