When it comes to annuity solutions, the prevalent approach often involves pre-packaged options rather than focusing on clients' individual needs. This misalignment between generic solutions and client preferences can result in significant financial implications for clients. In this regard, RISA (Retirement Income Style Awareness) has proven to be a game-changer. By utilizing this innovative tool, advisors can gain invaluable insights into their client's needs, enabling them to deliver personalized recommendations that can significantly impact clients' financial well-being.

In this episode, DPL's Jackson Bradley talks with Joe Flinner, CEO and Lead Wealth Advisor at Landing Point Financial. Joe has been in the financial services industry for 24 years. He and the team currently manage wealth for families, focusing on multi-generational planning. The foundation of Joe and his team is to be a blessing to clients, advisors, staff, and communities.

Dedicated to providing personalized, targeted financial advice to help individuals reach their unique goals, Joe talks to Jackson about how advisors can use the Retirement Income Style Awareness profile or RISA as a competitive advantage with prospective clients to identify their unique retirement income preferences.

Key Takeaways

• [01:15] - Joe's career background and how Landing Point serves its clients.
• [02:34] - How Joe came across the RISA tool.
• [02:54] - What drew Joe to RISA and how he found success with the tool.
• [03:52] - How Joe integrates RISA into his prospecting and onboarding process.
• [04:53] - The results of Joe's use of RISA.
• [06:28] - How RISA provides Joe with a competitive advantage.
• [08:00] - The impact DPL had on Landing Point Financial.