Registration for the 2022 Fearless Investing Summit is now open,
and tickets are going fast! Riskalyze's annual conference empowers
financial advisors to recharge in a beautiful location, evaluate new ideas
and tools, and receive invaluable education from world-class
thought leaders.
This year's summit is in Salt Lake City, Utah from October 19-21, with an extra special surprise in store: Summit 2022 will be the first event ever hosted in the brand new Hyatt Regency Salt Lake City. You won't want to miss your chance to be one of the first ever guests in downtown SLC's newest convention hotel.
Join Redtail CEO Brian McLaughlin and Riskalyze CEO Aaron Klein on Thursday, April 7th at 1 pm PT/4 pm ET as they discuss new enhancements to both platforms and show how successful firms have built their tech stack on the Redtail and Riskalyze integration including:
Advisors attending the webinar will be eligible to receive a no-cost trial of Riskalyze and one hour of CFP CE credit.
At Riskalyze we know we're only as good as the incredible advisors we serve, and we're proud to offer a host of educational opportunities to help your business thrive.
Asset Map | April 20th
What are the secrets to conducting impactful advisory conversations from your home or in person?Hear from advisors using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
Aligning Your Clients' Investments with Their Values | April 25th
What would it look like to implement values-based investing in your practice? Join advisor and Riskalyze user Rachel McDonough in this engaging workshop! We'll answer your questions on clients pursuing profit and a positive impact, investing with values, and more.
Offering a Modern Approach to Tactical Investing, Diversification, and Portfolio Design | April 26th
Join Riskalyze and Tactical Fund Advisors as we discuss how having a tactical investment portfolio strategy can help make the right changes to allocations and actively adjust for changing market conditions.
Helping High IQ Advisors Develop a High EQ | May 12th
Riskalyze CEO Aaron Klein and Shaping Wealth Co-Founder Joy Lere will lead this engaging session with actionable insights on how emotional intelligence can help advisors establish trust with clients and lead to higher levels of success.
Riskalyze Meetings is an incredibly powerful way to engage your clients — whether they're across the room, or across the world. With Meetings built into Riskalyze, you can effortlessly launch a meeting with just two clicks. Your client only needs a web browser (e.g. Google Chrome or Firefox) to join the meeting. It's absolutely secure, and there's no way to share the wrong data with the wrong client.
Riskalyze is proud to provide you another opportunity to collaborate with non-competing peers within our virtual Fearless Study Groups. You’ll be paired with 8 – 10 fellow advisors with similar experiences and dive into critical topics. Study groups will kickoff in May and are complimentary for Riskalyze advisors, running for a period of six months with the opportunity to extend your participation. Register now to save your seat!
We understand that when you have a question, you need it answered fast. That's why we created Riskalyze Office Hours, so you can ask questions to our coaches, get them answered, and get on with your day. Pop in and out of any of our weekly sessions, Tuesdays through Thursdays, 4-5 pm EDT. Registration is quick and easy, so get your name on the list and get your questions solved!
In need of some new wall art? The Periodic Table of Asset Classes, developed by Riskalyze for Wealth Management, is a general organization of financial instruments arrayed in terms of relative liquidity and risk tolerance. Taken as a whole, the organization of the table displays the general relationships between the nine asset classes.
You've guessed the word of the day with Wordle, now it's time for your next great challenge. Meet Riskle, your newest daily obsession. The rules of the game are simple. Each guess must be a valid stock ticker, you have six tries, and after each guess, the color of the tiles will change to show how close your guess was to the answer. Pro tip: search the universe of stocks and funds in Discovery.
Check out the latest #Fintech5 brought to you by CEO Aaron Klein and WealthManagement.com. The #Fintech5 keeps you up to date on the latest news in wealth management technology.This month's roundup includes stories on Onramp Invest, Fidelity, F2 Strategy, and more!
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