We kicked off Fearless Week last week with thousands of advisors around the world, alongside the industry’s most well-known technology providers, asset managers, and wealth management experts! If you weren't able to attend, no worries: we saved you a front-row seat to all the exciting news, timely insights, and BIG product announcements from our keynote presentation.
You can tune in now to our keynote event, “How to Keep Clients Fearless in a Risk-First Decade.” In this presentation, co-founder and CEO Aaron Klein rolls out our vision of how advisors can tackle this “risk-first decade” and focus their decisions on the things that matter, and demonstrates a few exciting new features within our powerful wealth management platform. Don't miss it!
Join the industry's best coaching team on October 2nd for an in-depth day of virtual training on the world's #1 Risk Alignment Platform. We'll dive into topics like client engagement, optimized portfolio construction, and how to supercharge your marketing. Plus, we'll geek out on investment analysis methodology and enjoy an executive session with Riskalyze CEO Aaron Klein.
All this, and we'll leave you packed full of resources for your business too. Whether you're brand new to the movement or have been using Riskalyze for years, we can't wait to take fearless investing to the next level with you!
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.
Fidelity + Riskalyze: Using Tech to Grow in 2020 | August 19th
Join Sergiu Postolache, Director of Model Portfolios Business Development at Fidelity and Todd Johnson of Riskalyze as they talk about portfolio construction, and how the modern portfolio design gears towards maximizing risk-adjusted total return and accommodates for different risk preferences. You'll also learn how Riskalyze fits into the picture to drive results and strengthen relationships.
Asset Map + Riskalyze | August 20th
What are the secrets to conducting impactful advisory conversations? Join Shane Hall, leaders from Asset-Map, and Riskalyze to learn strategies for using Asset-Map and Riskalyze to boost client engagement in the current environment. You'll also explore how to set up a visual representation of client assets with Asset-Map, overlay information from Riskalyze through the free integration, and ways to position your tech stack to increase efficiences and cut down on duplicative processes.
AdviceTech.LIVE | August 27th
Join Aaron Klein at AdviceTech.LIVE! This event focuses on bringing together the best of advisor-facing technologies and their leaders to share with the financial professional community the vision of where the industry is headed. Grab your ticket to the all-in-one virtual experience today and dive in to the questions that need to be answered for today and tomorrow.
Live Training 101: Getting Started with Riskalyze | Sept. 11th
This live training session will walk you through the essentials of getting started with Riskalyze. We'll cover the core four functions of Riskalyze (understanding the amount of risk a client has, wants, needs, and should have), review best practice workflows, and highlight additional resources for your practice.
Advisors know the value of having a holistic view into client assets, and almost 80% of their clients agree. When you can pull in outside assets easily, you can promise comprehensive planning and really mean it. Read how Riskalyze makes it simple to find those held-away assets and build them into the advice you give clients.
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Riskalyze Scenarios is an interactive feature that helps to align your client's or prospect's portfolio with just the right amount of risk they are comfortable with. Whether you’re comparing a portfolio historically or stress testing it for the future, you can use up to six comparisons to illustrate the amount of risk your client has. Schedule a complimentary coaching call to learn more and read how to access scenarios below!
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