Help Clients Visualize What You've Been Telling Them for Years

4 May 2020

For a fearless advisor, a volatile market is “game time.” As we look at this opportunity for advisors to connect with prospects and build deeper relationships with clients, we’re proud to help you leverage the dynamic tools within Riskalyze.

 

Rather than getting caught up in the ocean of information available online and elsewhere, it’s important for advisors to direct their clients and prospects to reliable sources of data that have stood the test of time – delivered to them in a format they can understand.

 

In just 15 minutes Mike Sefscik, Riskalyze's Managing Director of Channel Alliances, will take you through how advisors are leveraging Riskalyze to tackle common obstacles including: communicating risk, engaging prospects, keeping clients invested, and providing an excellent virtual experience.

 

 

In our most recent white paper, How to Help Clients Visualize and Understand What You’ve Been Telling them for Years, we explore how Riskalyze helps you:

 

KEEP CLIENTS INVESTED

Your clients do not want to see standard deviation numbers or deep-dive reports – they need guidance that is simple, practical, and intuitive.

 

TURN FEARFUL PROSPECTS INTO FEARLESS INVESTORS

Did you know that 80% of the time, the Risk Number reveals that prospects have far more, or far less risk in their current portfolio than they’re comfortable with?

 

ENGAGE WITH CLIENTS IN A MEANINGFUL WAY

Client meetings look a bit different today. Leverage this new wave of virtual interaction with our Meetings feature, which enables you to securely engage with clients anytime, anywhere.

 

download the white paper

 

We’ve found that great advisors, when equipped with the tools to help clients visualize what you’ve been telling them, are unstoppable. You know what to advise, and Riskalyze is proud to play a small role in helping clients understand what you’re advising.

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