At Riskalyze, we love equipping advisors with technology solutions to empower fearless investors. Today, we’re proud to announce our LPL Pre-Approved Advisor Marketing Kit. Scroll down to see what's inside.


Client-Facing Video

Client-Facing Video

You’ll find a fully-animated client (investor) facing video in this marketing kit. The video highlights how you use the Risk Number to better serve your clients and empower fearless investing. We’ve also provided step-by-step instructions on how to embed this video into your website.


 

 


Posters

Posters

Want a Riskalyze poster for your office? This one’s on us. If you promise to use it, we’ll actually ship you a poster in your favorite style, free of charge.


 

 


Flyer

Riskalyze Flyer

This client-facing brochure provides an overview of Riskalyze and its features. Use it with your prospects and customers to give them a high-level understanding of your risk alignment process.

 


Web & Social Media Strategies

Web & Social Media Strategies

With this guide, you’ll learn best practices for leveraging the Lead Generation Questionnaire, explore examples of what other advisors have done on the web, and find several sample social media posts to help you engage with clients and prospects alike.

 


Presentation

Slideshow Presentation

This presentation — provided in Microsoft PowerPoint and Apple Keynote — is designed to help you walk a prospect or client through Riskalyze to help them understand how you use the tool as a key differentiator in your practice.

 


Press Release

Press Release

We’ve included a pre-approved Riskalyze press release that you can customize with your company information and send out to local media. Issuing a press release can publicly set your practice apart from competitors and attract new leads.

 


ComplianceMax Instructions

ComplianceMAX Submission Instructions

Each item in the Marketing Kit requires it's own ComplianceMAX submission. However, since the marketing kit is pre-approved, you do not need to wait for additional approval unless you customize items. Click below to read our Knowledge Base article covering ComplianceMAX tracking numbers and submission instructions.

Knowledge Base Article

 

 


Ready to Get Started?

The new Advisor Marketing Kit is available exclusively for customers right inside the Riskalyze product. To download the marketing kit, sign into to Riskalyze, click the "help" toolbar on the right side of the home screen, and then click "Advisor Marketing Kit" to download it.