47 min listen
Episode 87: RISA® in Action: The Client Discovery Meeting with the 4:8 Group and more.
Episode 87: RISA® in Action: The Client Discovery Meeting with the 4:8 Group and more.
ratings:
Length:
55 minutes
Released:
Aug 4, 2023
Format:
Podcast episode
Description
In today’s RISA® in Action entry, Wade and Alex speak with Bob Bove and David Meler from the 4:8 Group. Bob and David discuss their stewardship approach to wealth management and how the RISA® successfully helps them service clients with their values in mind. Bob and David break down their discovery meeting process and how they achieve a balance between the technical competence expected from an advisor while also fostering a deep personal connection. Listen now to learn more!
Links
Learn more about the 4:8 Group here: https://the48group.com/
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
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Links
Learn more about the 4:8 Group here: https://the48group.com/
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
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Released:
Aug 4, 2023
Format:
Podcast episode
Titles in the series (97)
Episode 33: More Reasons Why The 4% Rule May Still Be Too High: This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement income planning assumption. In this episode, Wade and Alex get into how taxes, your investment account types, the need for a m... by Retire With Style