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Determining Your Clients' Retirement Income Style

· Advisor Revelations

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. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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