For Advisors

Your wealth of knowledge is no good to someone who won’t commit their wealth to it.

To do so, you need to develop strategies that resonate with your prospects and clients.
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Ready to turn retirement income into your competitive advantage?

Don’t just Say You’re Client Focused; Prove It

Which retirement income strategy is right for each client? The one that resonates and connects their preferences, beliefs, and values. Your strategies need to help clients feel heard, understood, and in control with a path they believe in and trust.

Tune In Before they Tune Out

Because clients do not fully know how to convey their true retirement beliefs, you need a clear understanding of them before you implement a planning strategy.

If not, you will fail to identify a strategy that simply “makes sense” and connects with the client.

Not only are clients and prospects starting to expect something more, but they also see through it.

This leads to lower conversion rates for prospects and potential client attrition.

Introducing The RISA®

When your client takes the RISA®, they identify their retirement income personality all on their own. And with those results in hand, you can define strategies that match their personality more closely than ever before. The client feels like they are heard, you feel like you can guide them down a path they can trust, and the results speak for themselves.

How It Works

See how your Firm can begin seeing the benefits of the RISA® today:

Assessment
Customize
RISA Links
Results
Clients
Assessment

It starts with your client or prospect filling out a simple assessment that you send them.

On their own time they respond according to what's meaningful to them with no right or wrong answer.

Customize

It examines the decision-making factors that you consider among the various retirement income decisions and identifies your best fit. Your RISA® Profile takes the best that psychology and financial planning has to offer.

The RISA® is the first financial personality assessment that identifies your retirement income style and implementation approach.

RISA Links

You can create as many links as you like, using a variety of different sections within the RISA®. You can also get your clients to take the RISA® on their laptop or mobile devices.

You can place your RISA® link in an email, webinar, or website. Your clients and prospects can then sign up and take the RISA®, and you will have immediate insight into their retirement income preferences.

Results

Once filled out, you'll have access to your client's RISA® results, giving you insight to their true preferences around how to source retirement income.

You'll see which strategies may be a good fit, along with any other insights you included in the assessment.

The report can be shared online with the client or printed.

Clients

Keeping a pulse on your clients is critical for their satisfaction and long-term success, and the RISA® gives you direct insight into where they are so you can continue to guide them with your experience.

Further, it can add weight to your recommendations, helping show that their true preferences align with your strategies.

Assessment

It starts with your client or prospect filling out a simple assessment that you send them.

On their own time they respond according to what's meaningful to them with no right or wrong answer.

Customize

It examines the decision-making factors that you consider among the various retirement income decisions and identifies your best fit. Your RISA® Profile takes the best that psychology and financial planning has to offer.

The RISA® is the first financial personality assessment that identifies your retirement income style and implementation approach.

RISA Links

You can create as many links as you like, using a variety of different sections within the RISA®. You can also get your clients to take the RISA® on their laptop or mobile devices.

You can place your RISA® link in an email, webinar, or website. Your clients and prospects can then sign up and take the RISA®, and you will have immediate insight into their retirement income preferences.

Results

Once filled out, you'll have access to your client's RISA results, giving you insight to their true preferences around how to source retirement income.

You'll see which strategies may be a good fit, along with any other insights you included in the assessment.

The report can be shared online with the client or printed.

Clients

Keeping a pulse on your clients is critical for their satisfaction and long-term success, and the RISA® gives you direct insight into where they are so you can continue to guide them with your experience.

Further, it can add weight to your recommendations, helping show that their true preferences align with your strategies.

WHY RISA®

Differentiation.

With so many popular retirement income strategies, what’s best for your client truly depends on what matters to your client.

RISA® allows you to pilot a plan with the client’s preferences front and center.

Take Fiduciary to the Next Level.

You can’t act in a client’s best interests, if you’ve never taken the time to assess what those interests are.

Not only does the RISA® help you act in your clients’ best interests, but it also enables you to confidently document how their preferences led to the retirement income strategies selected for them.

Credibility.

Introduce a variety of strategies in a credible way. Let’s face it, some retirement income strategies have won the marketing game while others have fallen behind.

Some individuals identify with retirement income sources that are market driven, contractually oriented, or a combination of both. The RISA® helps you identify those clients in a valid manner.

Come for the RISA®, Stay for the Community

With every RISA® subscription, you’ll receive access to our RISA® online educational community, led by industry experts.


Provide your clients with the latest in Retirement Income Planning

Wade will provide CE eligible workshops throughout the year on the retirement income developments. The workshops will be recorded so you can review at your own leisure.


Strengthen your client relationships with better communication.

  • Learn the ins and outs of the RISA® application.
  • Conduct productive and engaging discovery meetings.
  • Interpret RISA® results for more effective planning approaches.
  • Learn how to reconcile different RISA® profiles between spouses.

Converting leads to clients

We have many marketing workshops that will teach you how to:

  • Run a RISA® webinars for both prospects and client.
  • Create email nurture sequences to keep prospects engaged.
  • Develop copy to promote the RISA® within your niche
  • How to create the ideal client profile for your firm and the RISA®

We will also provide many “done for you” resources in our branding library to give a strong foundation to tell your story.

Ready to turn retirement income into your 
competitive advantage?​​

$1,495 Per Seat

Want some help deciding?

Set up a demo today to learn more about how RISA can help.

What Advisors Are Saying

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Gain profound insights and expert analysis to empower your financial decisions.

Frequently Asked Questions

Yes, the RISA has been successfully reviewed by FINRA, you can request a copy here.

Absolutely! It’s a great way to differentiate yourself during initial conversations by using the latest in retirement research to truly understand their retirement income preferences. It acts as an excellent bridge between starting conversations and implementation recommendations.

Yes, it is a great way to run a check-up on a client’s mindset as they approach or have entered retirement, ensuring that your planning is running smoothly and helping them identify changes that will benefit them.

You create unique Links that you can send any way you prefer: email, text message, QR code, or even a link on your website / social media.

You can create as many of these links as you need. Perhaps one for Prospects that has fewer questions, and another more in depth for existing clients.

When someone clicks on any of your links, they sign up with an account with you and proceed to complete the RISA for you.

You’ll receive an email notification of the completion, along with a notification in the application. You can then click into their result and see their RISA report, which will detail their true preferences for retirement income and any other results you asked for.

You’ll also be able to review their results exactly as they’d see it, and save a printable PDF version for offline use.

When you create a link, you can choose whether the responder can view their results. 

This can be an excellent opportunity to set up a follow up meeting to walk through the report together.

For example, for a prospect perhaps it drives another meeting to go through next steps, but for existing clients you’d prefer they can read at their leisure.

Unlimited!

Included with your subscription is access to as many RISAs as you and your Advisors can send.

Your RISA subscription grants you access to the Education Center, which contains courses and materials to help you supercharged your practice using the RISA.

This includes CE credits as provided by Wade Pfau, which is given in a series of recorded videos with tests to lock in your credits.

The RISA was built from the ground up with security in mind to safeguard a Firm’s data and the data of it’s prospects and clients.

The following is a bullet-point version of the measures we’ve undergone to ensure complete safety while using the platform:

  • Secure by design leveraging a zero trust serverless solution architecture.
  • Data residency restricted to the AWS US regions only.
  • Survey records are stored in an isolated data lake, encrypted to meet the AES 256 standard.
  • Metadata catalogs are encrypted to be Fips compliant.
  • Services are hosted and monitored by secure third party to ensure there is no conflict of interest between firms and financial institutions.
  • Service hosted in AWS Cloud
  • Authentication leveraging Security Assertion Markup Language 2.0 (SAML 2.0) protocol.

Ready to turn retirement income into your 
competitive advantage?​​

$1,495 Per Seat