Don't miss this opportunity to modernize your financial advisory practice and organically grow AUM with the Retirement Income Style Awareness (RISA). Join DPL Consultant, Willie Jones, RISA Founder and retirement researcher, Wade Pfau, and Financial Advisor, Bob Witt, of Savant Wealth Management. This promises to be an insightful discussion as they share strategies and considerations for optimizing the income planning process with the RISA.
Join this experienced panel for discussion and Q&A:
1. Offer Personalized Solutions: Learn how the RISA empowers advisors to tailor plans to client preferences and move away from a one-size-fits-all approach.
2. Unlock Organic AUM Growth: Hear real-life success stories as Bob Witt shares his experience building client trust, confidence, and loyalty using the RISA.
3. Transition to True Fiduciary: From Wade Pfau, understand the science behind the RISA framework and how it is designed to help you to understand clients’ psychology to deliver solutions in their best interest._1701694458092