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Is an image price a thousand phrases? Within the case of visiWealth, the reply is sure. Monetary planning is sophisticated and sometimes filled with jargon that’s complicated. As advisors know, when complexity will increase, understanding can typically lower, and it may be a problem to get purchasers to belief what they don’t perceive. Because of this the ability of participating visuals has change into a sport changer in wealth administration.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Dr. Ross Riskin, founder and chief inventive officer at visiWealth, concerning the effectiveness of visuals to create extra belief and constructive outcomes for purchasers.
Shannon and Ross focus on:
- The psychological impression of visuals and the significance of emotional connection
- Myths and misconceptions round recommendation engagement
- Why advisors want to grasp the “studying model” and preferences of their purchasers
- The three C’s” that advisors ought to deal with for achievement sooner or later
Join with Shannon Rosic:
Join with Dr. Ross Raskin:
About Our Visitor:
Dr. Riskin serves as Chief Studying Officer for the Investments & Wealth Institute and his analysis {and professional} experience deal with recommendation engagement, training planning, and tax and wealth switch planning for high-income and high-net-worth people. He’s additionally the Managing Member of Riskin Wealth Administration, LLC, Founder and Chief Inventive Officer at visiWealth, and sits on the Advisory Board for the American Institute of Licensed School Monetary Consultants (AICCFC).
Ross is acknowledged as a thought chief and skilled within the areas of tax planning, faculty planning, pupil mortgage advising, and recommendation engagement, and he’s the writer of The Adviser’s Information to Schooling Planning: 1st and 2nd Editions, that are printed by the AICPA. Ross has introduced to over 25,000 people via webinars, conferences, and within the classroom. He has been quoted in media shops such because the Wall Avenue Journal, CNBC, Yahoo Finance, US Information, The New York Occasions, and Funding Information, and has additionally been printed in journals such because the Journal of Wealth Administration, Journal of Monetary Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.
Along with being a CPA/PFS and Licensed School Monetary Advisor (CCFC), Ross acquired a Bachelor of Science in Accounting diploma from Fairfield College, a Grasp of Science in Taxation diploma from Bentley College, and a Doctorate of Enterprise Administration in Finance diploma from Sacred Coronary heart College.
