How to Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor

[LarkspurRixtrema]

Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks that they are taking. But that is not enough. Your proposal must speak to their goals, dreams and fears, otherwise all you have is a set of irrelevant numbers. Imagine being able to connect the risk that your clients take in the financial markets with their retirement goals in one simple screen. Differentiating yourself from others, easily explaining differences between portfolios and most importantly being relevant are all pre-requisites for success today.

Watch this short video to see how it works: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor

 

[Stephen]

Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks that they are taking. But that is not enough. Your proposal must speak to their goals, dreams and fears, otherwise all you have is a set of irrelevant numbers. Imagine being able to connect the risk that your clients take in the financial markets with their retirement goals in one simple screen. Differentiating yourself from others, easily explaining differences between portfolios and most importantly being relevant are all pre-requisites for success today.

Watch this short video to see how it works: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor

Interesting. Are there other features in addition to the stress scenarios and portfolio optimizer?

 

[LarkspurRixtrema]

Interesting. Are there other features in addition to the stress scenarios and portfolio optimizer?

Dear Stephen, For a full set of tools and features you are welcome to schedule a free demo of the software: https://rixtrema.net/requestdemo/?product=PCT&source=forum

 

[Stephen]

Dear Stephen, For a full set of tools and features you are welcome to schedule a free demo of the software: https://rixtrema.net/requestdemo/?product=PCT&source=forum

Thank you kindly for the offer. Please feel free to openly discuss your products and answer questions in the thread as well , this is a discussion forum .....

 

[LarkspurRixtrema]

Thank you kindly for the offer. Please feel free to openly discuss your products and answer questions in the thread as well , this is a discussion forum .....

Thank you for the reply. To answer your previous question. Yes, portfolio crash test offers additional features. There is a module called RetireRisk which models variety of cash flow scenarios, allows for custom cash flows such as purchasing a house or paying for education. It is really a tool that ties risk and retirement cash flows together.

 

[LarkspurRixtrema]

Interesting. Are there other features in addition to the stress scenarios and portfolio optimizer?

Our team has actually put together an even more detailed response. Here are 14 features of the software with screenshots. Hope this helps and of course we will be glad to discuss/answer any additional questions. 14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing