Is retirement income planning broken? Traditional methods may leave money on the table and clients exposed. But what if you could flip the script—turning retirement assets into a powerful, optimized income engine? That’s exactly what Retirement Asset Optimization (RAO) does, and it’s reshaping how financial advisors grow their business.
On March 20, Mike Hoeflich and Russ Gaiser are pulling back the curtain on their wildly successful RAO strategy. Together, they’ve increased their AUM by $100MM+ in 2 years using this precision-driven approach. If you’re serious about scaling your advisory practice while delivering next-level results for your clients, this is the webinar you can’t afford to miss.
A Paradigm Shift in Retirement Income Planning
Most advisors follow the old-school playbook: save, retire, withdraw, hope it lasts. The problem? It’s inefficient, outdated, and doesn’t adapt to real-world challenges like market volatility, tax traps, and sequence risk.
RAO flips that model upside down. It’s a proactive, strategic approach that turns retirement assets into a dynamic, tax-efficient income system. More security for clients. More value from you. More growth for your business.
This isn’t theory. It’s a proven method that Mike and Russ use every day to drive massive results. And on March 20, they’re giving you the blueprint.
The Impact of RAO on Your Advisory Business
Implementing RAO can significantly enhance your advisory practice in several key ways:
- Increased Client Engagement: By offering innovative solutions like RAO, you demonstrate a commitment to staying at the forefront of financial planning, which can deepen client trust and loyalty.
- Enhanced Asset Retention: RAO strategies can help clients feel more secure about their retirement income, reducing the likelihood of asset withdrawals and improving asset retention for your practice.
- Differentiation in the Market: Adopting RAO sets you apart from competitors who may still rely on traditional methods, positioning your practice as a leader in retirement planning innovation.
- Scalability and Efficiency: RAO methodologies often involve leveraging advanced tools and software, allowing you to scale your services efficiently while maintaining personalized client experiences.
The Business Growth Opportunity You Can’t Ignore
Want more high-value clients? Want to increase AUM without endless prospecting? RAO does exactly that. When you master the art of optimizing retirement assets, you instantly set yourself apart from the competition.
- Solve your clients’ biggest pain points—longevity risk, tax burdens, market downturns
- Position yourself as the go-to retirement expert
- Create long-term, scalable growth for your practice
Advisors who implement RAO aren’t just surviving in this industry—they’re dominating.
Your Next Move: Secure Your Spot on March 20
🚀 This is the moment to level up. On March 20, Mike and Russ, authors of best- selling Beyond Break Even, are handing over their RAO playbook—the same process that transformed their business and client outcomes.
🕦 Date: March 20 at noon, ET 📍Where: Free Live Webinar 👉 Reserve Your Spot Now
Why Attend?
This webinar is not just an opportunity to learn about RAO; it’s a chance to revolutionize your approach to retirement planning. By attending, you’ll gain insider knowledge from industry leaders who have successfully integrated RAO into their practices, resulting in significant business growth and improved client outcomes.
Stop playing small. Start thinking bigger, better, smarter. Join us on March 20 and revolutionize the way you build retirement income for your clients—and your business.
Erick Lindewall
VP of Annuity Sales
Erick Lindewall is an industry veteran with 30 years of experience, including over 20 years as an External Variable Annuity Wholesaler. He works with financial advisors in all major distribution channels. Erick has been recognized as a sales and relationship management leader multiple times during his wholesaling career.
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