Episode 94: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part3.
Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as your user manual for working with your advisor. We use…
Episode 93: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part 2.
Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as your user manual for working with your advisor. We use…
Episode 92: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part 1.
In today’s episode, Alex and Ryan discuss McLean Asset Management’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and existing clients at least once a year. The ADV Part 2 serves as your user manual for working wit…
Episode 91: RISA® in Action: How advisors can supercharge their practice in our upcoming RISA® Masterclass for Advisors.
During this special LinkedIn Live episode, Alex and Wade are joined by Intention.ly’s Meghan Richter as they describe the upcoming 3-day Retirement Income Masterclass for Advisors.
Don’t miss your chance to join us for a 3-part masterclass to see ho…
Episode 90: Defining the different types of Financial Professionals and the custody of your assets
In this episode, we begin our arc on becoming an informed consumer of Financial Advice. Alex brings in Ryan Walter, our actual Compliance Attorney for McLean Asset Management and Retirement Researcher, to discuss some of the most salient issues you w…
Episode 89: RISA® in Action: Doing right by the client with Andrew Lippert
Alex and Wade discuss with Andrew Lippert from Simplified Wealth how the RISA® enables his ability to view a client’s situation agnostically and start the recommendation process with how the client wants to source retirement income. Andrew also discu…
Episode 88: What to Look for in Annuity Illustrations and Contracts (Part 2)
On this week’s episode, Wade is continuing his conversation with Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management about what listeners need to know when looking at annuity illustrations and annui…
Episode 87: RISA® in Action: The Client Discovery Meeting with the 4:8 Group and more.
In today’s RISA® in Action entry, Wade and Alex speak with Bob Bove and David Meler from the 4:8 Group. Bob and David discuss their stewardship approach to wealth management and how the RISA® successfully helps them service clients with their values …
Episode 86: What to Look for in Annuity Illustrations and Contracts (Part 1)
On this week’s episode, Wade is hosting without Alex. But Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management join Wade to get serious about what listeners need to know when looking at annuity illus…
Episode 85: RISA® in Action with Doug Oosterhart, CFP®
For this week’s RISA® in Action episode, Wade and Alex welcome Doug Oosterhart, CFP®, from LifePoint Planning. Doug was truly an early adopter of the RISA®, asking his clients to take the assessment through the link in Wade’s book and then provide hi…
