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Baby boomers are redefining the way financial advisors do business in the retirement services marketplace. As an ever-growing number of retiring investors shift from their wealth accumulation years to their wealth harvesting years, their financial planning needs are changing dramatically.

The Generational Shift in Managing Client Assets

To properly understand and deliver on the unique retirement income needs of the Baby Boom generation, a new set of expertise and acumen is required of the financial advisor. Those advisors who master these specialty skills and communicate their knowledge and capabilities to clients effectively will experience greater success as they transition Baby Boomer clients into their retirement paycheck years.

The RIIA Retirement Income Expert™ Industry Designation

In response to the industry’s need for inventive, effective retirement income strategies, solutions and educational programs, RIIA has launched a program for the development and delivery of training and educational programs for financial advisors interested in tapping the growing retirement income market.

The first educational offering, Delivering Retirement Income Solutions, presents an overview of the key risks and issues retirees face and provides guidance to help advisors uncover client needs so they can deliver the right investment and risk management solutions. Going forward, RIIA will create a series of educational programs and curriculum that will grant successful candidates the ability to obtain a RIIA-endorsed designation, RIIA Retirement Income Expert.

Additionally, RIIA has engaged the Retirement Learning Center to implement the RIIA mandate given the RLC’s experience and understanding of how to develop and deliver quality curriculum for financial advisors.

Learn more about participating in RIIA’s Delivering Retirement Income Solutions.