Even with our fintech experts working remotely this week, interactions with incredible advisors haven’t slowed down a bit.

We’ve recorded best practices that have arisen out of recent calls, and we thought we’d share the love!



Painting the Picture with Scenarios

Mitch Dunn showcases how advisors are using Scenarios in Riskalyze to illustrate the potential effects of their decision-making.

 


Checking in with Clients

Alex Wiens demonstrates how to send Check-ins to clients to proactively assess their sentiment on markets and their financial future.

 


Expanding Your Reach with a Button

Investors are looking for a risk-first approach to their money now more than ever. Chris Quandt shows you how advisors are setting up a Lead Generation Questionnaire on their website to drive growth.

 


Focusing on the Long Term with Retirement Maps

Daniel Michaelsen spoke with an advisor who used Retirement Maps to reorient a nervous client’s perspective.

 


Meeting with Clients Remotely and Securely

Clients desperately need advice and aren’t likely to mosey into an office building to get it these days. Alex Wiens shows you how to set up remote Meetings in Riskalyze!