Don't miss this opportunity to modernize your financial advisory practice and organically grow AUM with the Retirement Income Style Awareness (RISA). Join DPL Consultant, Willie Jones, RISA Founder and retirement researcher, Wade Pfau, and Financial Advisor, Bob Witt, of Savant Wealth Management. This promises to be an insightful discussion as they share strategies and considerations for optimizing the income planning process with the RISA.
Join this experienced panel for discussion and Q&A:
- Offer Personalized Solutions: Learn how the RISA empowers advisors to tailor plans to client preferences and move away from a one-size-fits-all approach.
- Unlock Organic AUM Growth: Hear real-life success stories as Bob Witt shares his experience building client trust, confidence, and loyalty using the RISA.
- Transition to True Fiduciary: From Wade Pfau, understand the science behind the RISA framework and how it is designed to help you to understand clients’ psychology to deliver solutions in their best interest.
Wade is a one-man think tank. Wade’s retirement income framework was the base that helped Alex Murguia build out the RISA . He is the Professor of Retirement Income at The American College of Financial Services, a higher education institution for financial planners. He leads the curriculum for their Retirement Income Certified Professional designation (RICP ). He is also a partner at McLean Asset Management and Retirement Researcher. He earned a Ph.D. in economics from Princeton University in 2003 and became a CFA charter holder in 2011. Wade regularly publishes his research on retirement income topics in leading peer-reviewed and practitioner-based financial planning research journals.
Willie spent several years in the insurance and banking industry. He wanted to help consumers and businesses achieve their financial goals. At DPL, Willie directs his passion to help firms grow and prosper while also giving their clients more and better options for financial planning. He currently holds a Series 6, Series 63 and Kentucky Life and Health insurance licenses. Willie is a University of Kentucky alumnus.
Bob specializes in working with people transitioning into retirement and has been involved in the financial advisory industry since 1997. He worked for Huber Financial Advisors from 2007 until it joined with Savant in February 2020. Bob earned a bachelor of science degree from the University of Wisconsin-Stevens Point. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional® (RICP®).
Organically Grow AUM with RISA