{"id":1345,"date":"2018-07-26T09:48:18","date_gmt":"2018-07-26T14:48:18","guid":{"rendered":"https:\/\/www.rixtrema.com\/blog\/?p=1345"},"modified":"2021-10-29T11:17:36","modified_gmt":"2021-10-29T16:17:36","slug":"video-relate-to-clients-dreams-and-fears-as-a-retirement-plan-advisor","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/video-relate-to-clients-dreams-and-fears-as-a-retirement-plan-advisor\/","title":{"rendered":"Video: Relate To Your Client\u2019s Dreams and Fears as a Retirement Plan Advisor"},"content":{"rendered":"<h4>Risk and Retirement Goals In Your Proposal<\/h4>\n<p><span style=\"color: #000000;\">Every tool you use must help in answering the \u2018so-what\u2019 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 (<em><strong><span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/www.rixtrema.com\/blog\/how-to-distinguish-yourself-from-the-competition-as-a-plan-advisor\/\">How to Distinguish Yourself from the Competition as a Plan Advisor<\/a><\/span><\/strong><\/em>), easily explaining differences between portfolios and most importantly being relevant are all pre-requisites for success today.\u00a0<\/span><\/p>\n<p><span style=\"color: #000000;\">Watch this short video to see how it works:<\/span><\/p>\n<p><iframe loading=\"lazy\" title=\"Risk and Retirement Goals In Your Proposal: Relate To Client&amp;rsquo;s Dreams and Fears\" src=\"https:\/\/player.vimeo.com\/video\/112684304?h=8e700b1044&amp;dnt=1&amp;app_id=122963\" width=\"960\" height=\"540\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p><a href=\"https:\/\/rixtrema.net\/requestdemo\/?product=PCT&amp;source=blog\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1282 size-full\" src=\"https:\/\/www.rixtrema.com\/blog\/wp-content\/uploads\/2018\/07\/Copy-of-A-NEW-2-IN-1-SUCCESS-TOOL-FOR-FINANCIAL-ADVISORS-1.png\" alt=\"\" width=\"800\" height=\"418\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/07\/Copy-of-A-NEW-2-IN-1-SUCCESS-TOOL-FOR-FINANCIAL-ADVISORS-1.png 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/07\/Copy-of-A-NEW-2-IN-1-SUCCESS-TOOL-FOR-FINANCIAL-ADVISORS-1-300x157.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/07\/Copy-of-A-NEW-2-IN-1-SUCCESS-TOOL-FOR-FINANCIAL-ADVISORS-1-768x401.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p style=\"text-align: center;\">\n","protected":false},"excerpt":{"rendered":"<p>Risk and Retirement Goals In Your Proposal Every tool you use must help in answering the \u2018so-what\u2019 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&#8230; <\/p>\n<div class=\"clear\"><\/div>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/video-relate-to-clients-dreams-and-fears-as-a-retirement-plan-advisor\/\" class=\"excerpt-read-more newsstand-button\">Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":1346,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"video","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[192,179,201],"tags":[82,7,214,172,32],"class_list":["post-1345","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-risk-management","category-using-larkspur-rixtrema-tools","category-video","tag-401k","tag-financial-advisor","tag-re","tag-retirement-plan-advisors","tag-wealth-management","post_format-post-format-video"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/07\/15622153_1206524092795644_2238735893942371663_n.jpg","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Relate To Your Client\u2019s Dreams and Fears as a Retirement Plan Advisor<\/title>\n<meta name=\"description\" content=\"Every tool you use must help in answering the \u2018so-what\u2019 question for your clients. Clients want to understand their investments.\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/video-relate-to-clients-dreams-and-fears-as-a-retirement-plan-advisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Relate To Your Client\u2019s Dreams and Fears as a Retirement Plan Advisor\" \/>\n<meta property=\"og:description\" content=\"Every tool you use must help in answering the \u2018so-what\u2019 question for your clients. Clients want to understand their investments.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/video-relate-to-clients-dreams-and-fears-as-a-retirement-plan-advisor\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2018-07-26T14:48:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-10-29T16:17:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/07\/15622153_1206524092795644_2238735893942371663_n.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"480\" \/>\n\t<meta property=\"og:image:height\" content=\"342\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"1 minute\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1345","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=1345"}],"version-history":[{"count":7,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1345\/revisions"}],"predecessor-version":[{"id":9467,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1345\/revisions\/9467"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/1346"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=1345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=1345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=1345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}