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On the most recent episode from The Perfect RIA’s “What Works Wednesday” podcast, Justin Fitzpatrick, PhD, CFA, CFP® from Income Lab joins Matt Jarvis to talk about how through their software they work to bring better outcomes and experiences to clients, and why it’s important to talk to clients in a way that they understand.

Here are a few of the main points:
  • How adjustments can save almost any plan.
  • That you need to share different scenarios with your clients regarding their decisions.
  • Why you need to talk to your clients, not just when they need to tighten their belts.
  • The importance of talking to your clients in a way they understand.

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Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

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How To Talk to Clients and Prospects About Social Security → Retirees - Stop Under-spending in Your Go Go Years → 3 Steps to a Safer RIA → The Model FA Podcast “Leveraging Retirees’ Superpowers” with Justin Fitzpatrick →

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