Episode 81: RISA® in Action: How the RISA® is used to initiate meaningful and personal retirement planning conversations.

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 of what retirement plans make the most sense. We discuss how the RISA® enables him to function more as a true arbiter of various retirement income solutions in order to find the one that best fits the client's individual preferences.  In addition, we discuss how the RISA® is used when he is discussing various retirement plans with couples in order to find a strategy or a combination of strategies that aligns with the couple. This has helped Neal expand his services as he is now able to better listen to his clients because they have a tool to express their preferences much clearer and without preconceived opinions about certain solutions. Listen now to learn more!

 

Links:

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 McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"