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A Day at DPL with Wade Pfau & Alex Murguia | Determining Your Clients' Retirement Income Style

Podcast Series: A Day at DPL Podcast

July 30, 2021
 

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.

To learn more about the RISA click here.

DPL


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