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Is a picture worth a thousand words? In the case of visiWealth, the answer is yes. Financial planning is complicated and often full of jargon that is complex. As advisors know, when complexity increases, understanding can often decrease, and it can be a challenge to get clients to trust what they don’t understand. This is why the power of engaging visuals has become a game changer in wealth management.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Dr. Ross Riskin, founder and chief creative officer at visiWealth, about the effectiveness of visuals to create more trust and positive outcomes for clients.
Shannon and Ross discuss:
- The psychological impact of visuals and the importance of emotional connection
- Myths and misconceptions around advice engagement
- Why advisors need to understand the “learning style” and preferences of their clients
- The 3 C’s” that advisors should focus on for success in the future
Connect with Shannon Rosic:
Connect with Dr. Ross Raskin:
About Our Guest:
Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute and his research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He is also the Managing Member of Riskin Wealth Management, LLC, Founder and Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC).
Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has presented to over 25,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.
In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Ross received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.