CreativeOne’s Industry-First Partnership with RISA® Revolutionizes Retirement Income Planning.

CreativeOne has partnered with industry-leading academic minds Wade Pfau, Ph.D., CFA, RICP®, and Alex Murguia, Ph.D., on their cutting-edge financial-psychology solution, RISA®, the Retirement Income Style Awareness profile.

The RISA takes the best that psychology and financial planning have to offer, creating the first personality assessment that examines the psychological considerations of your prospects as they make crucial decisions regarding their retirement income.

Once the profile is generated, you can take those findings and identify the best solutions to fit their unique needs and goals. This represents a powerful way to differentiate your services by taking a personalized approach to retirement income planning, facilitating more meaningful discussions with clients and ultimately building trust and loyalty within those relationships.

The merits are clear, and CreativeOne is thrilled to announce its status as RISA’s preferred IMO partner. This industry-first partnership is set to revolutionize retirement income planning for all financial advisors who work with us.

Check out our resource page where you’ll learn how you can leverage the RISA to enhance retirement income planning with your clients.

VIEW OUR RISA RESOURCES →

The personality assessment for your client’s wallet.

The word is spreading about this industry-first partnership.

CreativeOne, a prominent insurance, securities, and wealth management organization, is pleased to announce its new strategic partnership with RISA®, the Retirement Income Style Awareness profile. Developed by renowned retirement income experts, Alex Murguia and Wade Pfau, RISA® offers a unique retirement income framework that blends psychology and financial planning to help investors identify their individual retirement income preferences.

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Incorporating the RISA profile into your practice means you can:

01. Use it as a pre-appointment tool to identify prospects ready to close now and deprioritize DIY prospects who won’t convert.

02. Close business faster, using the best research in Retirement Income Strategy psychology built by the most prominent names in finance.

03. Deepen client relationships and facilitate more successful outcomes by introducing a retirement plan that resonates with each client, building loyalty and credibility along the way.

Check out our RISA resources to see a demo of the software and take your own RISA assessment to see how it works!

VIEW OUR RISA RESOURCES →

"My clients never knew what questions to ask themselves, let alone what their answers were when it came to their retirement goals and investment preferences. RISA allows my clients to visualize what matters most to them, then it's just a matter of me helping guide them to the optimal solution for their situation." - RISA Advisor

Learn more about the RISA team and CreativeOne.

Wade Pfau, Ph.D., CFA, RICP®

Wade is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness (RISA^®) tool and a co-host of the Retire with Style podcast. Wade serves as a principal and as the director of retirement research for McLean Asset Management, while maintaining his role as a Research Fellow with the Alliance for Lifetime Income and Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®) designation program.

Holding a doctorate in economics from Princeton University, Wade has published more than 60 peer-reviewed research articles in a wide variety of academic and practitioner journals. He is a contributor to Forbes, Advisor Perspectives, and an Expert Panelist for the Wall Street Journal. Wade’s newest book is Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.

Alex Murguia, Ph.D.

Alex is a co-founder of the Retirement Income Style Awareness (RISA^®) tool and Managing Principal for McLean Asset Management and Retirement Researcher. He is also a co-host of the Retire with Style podcast. Alex holds a doctorate in clinical psychology from The George Washington University where he was also a fellow for the National Institutes of Health. Alex has published many peer-reviewed research articles in a wide variety of academic and practitioner journals for both financial planning and psychology-related fields.

CreativeOne

CreativeOne is an industry-leading insurance, securities, and wealth management organization that exists to enrich the lives of financial professionals by creating meaningful, personal relationships built on proven industry expertise, superior service, and strategic solutions. CreativeOne aspires to be the one partner financial professionals rely on to build their practices and deliver on their clients’ goals.

For more info: 800.992.2642 or www.creativeone.com.

RISA

RISA^®, the Retirement Income Style Awareness profile, is built on a retirement income framework that blends psychology and financial planning to help investors identify their unique retirement income preferences. Developed by retirement income experts Alex Murguia and Wade Pfau, the intuitive, easy-to-follow survey considers a variety of factors related to an individual’s feelings about security, flexibility, reliance on market returns, and preference for contractual guarantees to define their tolerance for income risk during decumulation. The RISA empowers financial advisors with the insights they need to implement the retirement income strategies that make the most sense for each individual client.