In this follow-up episode of the Complete Advisor Podcast, guests Wade Pfau and Alex Murguia discuss the Retirement Income Style Awareness (RISA) framework, designed to help financial advisors understand clients' retirement income preferences.During our discussion, we talk about:How RISA guides advisors in creating tailored retirement strategies aligned with clients' preferences.Why using RISA with existing clients and prospects makes sense in understanding the psychology behind clients' retirement income choices.How RISA will help clients to make informed decisions about their retirement income strategies.Take a listen and don’t forget to subscribe!-----This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2023 Creative One Marketing Corporation.

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