Assessment | The Breakthrough Advisor™

While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees.

In this episode, the firm’s founder and The American College of Financial Services’ retirement income professor, Wade Pfau, discusses how the company helps advisors like you approach client retirement. Wade also reveals why the best approach to building a retirement income strategy involves remaining open to all the possibilities.

Wade discusses:

Using the Retirement Income Style Awareness Profile (RISA) to determine how to source your client retirement income
The four main retirement income strategies and how to help your clients select the one that suits them best
Annuity puzzle considerations for retirees and pre-retirees
How advisors can use Retirement Researcher’s retirement comprehensive assessment questionnaire for clients
Why there isn’t just one way to approach retirement
And more!

Resources:

Connect with Wade Pfau:

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About our Guest:

Wade Pfau is Retirement Researcher’s founder, a firm all about guiding people along the path to a successful and sustainable retirement by providing modern, sound academic research. Wade is also a retirement income professor at The American College of Financial Services, a higher education institution for financial planners. He earned a Ph.D. in economics from Princeton University in 2003 with a dissertation about Social Security reform and became a CFA charter holder in 2011.