Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Riskalyze + Redtail CEO Webinar
Join Riskalyze and Redtail CEOs Aaron Klein and Brian McLaughlin on Wednesday, January 15th at 1pm PT for an exciting conversation covering the founding and building of their firms, the future of fintech, and the incredibly popular Riskalyze / Redtail integration. Then, stay tuned for a video demo highlighting the magic of our fully integrated risk alignment and CRM workflow.
Can't make it live? No problem, just RSVP in advance to receive a recording in your inbox.
Advisor Success Story
In a new case study, see how one investment advisor representative diagnosed a prospect’s longtime, underlying anxieties in minutes by discovering that their portfolio was 55 Risk Numbers away from their risk tolerance!
We're hitting the road (again) in 2020! Join the industry's best coaching team during our six-city tour for in-depth 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. We can't wait to take fearless investing to the next level with you!
Using Annuities In Riskalyze
If you’re currently using annuities in Riskalyze or would like to start, this is the webinar for you. We’ll take about 30 minutes to cover how to enter an annuity in Riskalyze and how to properly illustrate the Risk Number® based on the annuity or the objective. We’ll also take some time to answer your questions.
January 22nd at 10 am PST / 1 pm EST
January 29th at 10 am PST / 1 pm EST
Can't make the events live? No problem, just RSVP in advance to receive a recording in your inbox.
Remember the advisor talent company that donated free career consulting to students who attended the Fearless Investing Summit in October? FA Match is led by Riskalyze board member Ryan Shanks, who is launching an industry-wide survey to gather perspectives from financial advisors everywhere.
If you’re as curious to see the resulting data as we are, you’ll want to take a moment and fill out the survey.
Riskalyze Referral Program
The highest compliment we can receive is a qualified referral from a satisfied customer. If you love Riskalyze and spread the word to a fellow advisor who joins Riskalyze before January 31st, 2020, you'll receive up to $300 in Amazon gift cards as a small token of our appreciation. Click below to learn more and recommend an advisor today.