Episode 87: RISA® in Action: The Client Discovery Meeting with the 4:8 Group and more.

In today’s RISA® in Action entry, Wade and Alex speak with Bob Bove and David Meler from the 4:8 Group. Bob and David discuss their stewardship approach to wealth management and how the RISA® successfully helps them service clients with their values in mind. Bob and David break down their discovery meeting process and how they achieve a balance between the technical competence expected from an advisor while also fostering a deep personal connection. Listen now to learn more!

 

Links

Learn more about the 4:8 Group here: https://the48group.com/

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