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.