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 client wants to source retirement income. Andrew also discusses his time working with Fidelity and how that led him to start his own firm that embodies his values for working with clients. We also discuss the RISA® in the client engagement process and how it is useful to open up discussions with spouses that may have been previously muted. Listen now to learn more!

Links

Click here to watch this episode on YouTube: https://youtu.be/FhPrntWdt8Y?si=Ll1N0VA6zlpX6-N_

Learn more about Simplified Wealth here: https://simplifiedwealth.us/

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