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Advisor Revelations: Determining Your Clients' Retirement Income Style

BY Wade Pfau
January 02, 2024
 

In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool called the Retirement Income Style Awareness® Profile (RISA). This assessment may help consumers choose the right path for retirement and allows advisors to create a more personalized income strategy that empowers clients.


Links
Wade Pfau on LinkedIn
Alex Murguia on LinkedIn

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Advisor Revelations