Episode 71: RISA® in Action: How to use the RISA® for client discovery meetings that lead to effective retirement plan options.

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

Click here to watch this episode on YouTube: https://youtu.be/HJ75JEMx5e8?si=_AGOLkbAFsQV3l0k

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?”



Recent Episodes

Episode 152: Navigating Holiday Money Talks

In this episode, hosts Wade Pfau and Alex Murguia engage with Dan Veto to discuss the complexities of money conversations that arise during the holiday season. They explore the concept