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 clients and prospects.
You can’t act in a client’s best interests if you’ve never taken the time to assess what those interests are; especially as it relates to a retirement income strategy. Because clients do not fully convey their true retirement beliefs, you need a clear understanding of them before you implement to a planning strategy.
If not, you will fail to identify a strategy that simply “makes sense” and connects with the client. Keeping everything the same and just sending your clients a quarterly distribution from their assets in retirement is not doing something different. It’s really just doing something convenient.
Not only are client and prospects starting to expect something more, they see through it. We hear this from them all the time. Ultimately, this leads to lower conversion rates for prospects and potential client attrition. At a minimum, you fail to grow your firm accordingly and at worst, you contract.
Leverage the innovative Retirement Income Style Awareness (RISA) assessment to personalize retirement income planning, build stronger client connections, and future-proof your practice.
Establish Fiduciary Care
When your client takes the RISA Survey, 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.
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