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RIIA Survey:
Help RIIA Indentify What it Takes to be a Top Retirement Income Advisor?

If you are a financial advisor or work in the financial services industry, the Retirement Income Industry Association (RIIA) would love your help in identifying the most critical factors for being a successful "Retirement Income Advisor".

Much has been written about being a successful financial advisor, but are these factors sufficient to also be a successful "Retirement Income Advisor"?

Are there additional key success factors?

 

To help us get a clearer picture of these success factors, please take just a few minutes to complete our initial "What Does it Take to be a Top Retirement Income Advisor?".

Then please feel free to suggest questions you'd like to see included in subsequent surveys.

Survey results will be presented at the upcoming

Results will also be published in the Retirement Management Journal.

Thanks for your interest in retirement income.

Take Survey

 


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Retirement Management AnalystSM

Created to Help Financial Advisors Achieve the Highest Level of Success in Providing Retirement Income Solutions.



Learn more about the RMASM designation, its curriculum, requirements and enrollment dates.

Retirement Management JournalSM

Designed to promote research, scholarship, and innovative thinking on retirement management topics. Winners of the RIIA Thought Leadership Awards will also have their work published in the new RMJSM.

Learn more about the RMJSM, its mission, authors guidelines and the Thought Leadership Awards.

 


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