We speak with Michael Demkiw, from Third Tier Wealth Management. Michael discusses how his interactions with the RISA® have helped him take a step back and realize how he now interacts differently with clients. A sort of “before and after RISA®” largely driven by a better understanding of how to present solutions that fit into an individual’s psychology. Michael also discusses a few client stories in which spouses had different RISA® results and how he helped them come up with a plan that fit both styles. In addition, Michael further details the implementation matrix and how identifying individual implementation personas (i.e., delegator, collaborator, self-directed, and validator) helps set the cadence for prospect meetings. Listen now to learn more!
 
Links:
https://thirdtierwealth.com/about-us/
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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?"