RISA® In Action

In this episode, Wade Pfau and Alex Murguia interview Dennis Mattern from Creative One about the role of Independent Marketing Organizations (IMOs) in the financial industry. They discuss the difference

During this special LinkedIn Live episode, Alex and Wade are joined by Intention.ly’s Meghan Richter as they describe the upcoming 3-day Retirement Income Masterclass for Advisors. 
Don’t miss your chance

Alex and Wade discuss with Andrew Lippert from Simplified Wealth how the RISA® enables his ability to view a client’s situation agnostically and start the recommendation process with how the

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

For this week’s RISA® in Action episode, Wade and Alex welcome Doug Oosterhart, CFP®, from LifePoint Planning. Doug was truly an early adopter of the RISA®, asking his clients to

We speak with Neal Gordon, Gordon Wealth Planning, and discuss how he uses the RISA® to enable him to get to the heart of financial planning and the emotional matter

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

We speak with Jessica Wunder, CFP®, RICP®, CRPC® and Alana Light, CFP®, RICP® from McLean Asset Management about how the RISA® is used to transition clients into a retirement income

Wade and Alex speak with Charles Pettit who runs a series of financial education courses for the public called Financial Foundations Course. While open to all, Charles developed this course

Wade and Alex speak with Larry Greenwald of BlackDiamond Wealth about how he uses the RISA® to clarify his messaging to clients about their retirement income options. We dig deep