Shownotes Transcript
Making the big transition into a RIA (Registered Investment Advisor) isn’t easy for a firm or its clients, especially given the changing landscape of annuities. But with the right help, that transition can be seamless and beneficial to both with DPL's team and Commission-Free solutions.
In this episode, DPL’s Kameron McRay talks with Spencer Hall, President of Retirement Planning Services in Knoxville, Tennessee. Spencer and RPS’s mission is to equip clients to make wise financial decisions that align their wealth with their values.
Spencer talks with Kameron about the process of transitioning while keeping the focus on the clients’ well-being.
Key Takeaways
[06:50] - How clients can benefit during a period of transition.
[09:20] - Creating better client outcomes equals increased AUM.
[10:50] - Securing retirement income for very conservative investors.
[12:23] - What types of clients can most benefit from multi-year guaranteed annuities.
[13:20] - The evolution of the commission-free annuity marketplace.
[17:14] - What advisors should consider when implementing commission-free insurance and annuities into their firms.
[18:50] - How focusing on our mission as advisors can bring confidence and rest to our clients.