After a year of uncertainty and constant change, we're ready to ring in 2021 celebrating advisors around the country who are leading the way for their clients and the financial industry.
Our first annual Riskalyze Advisor Awards celebrate advisors who are champions of content, inspire us both in (and out) of the office, spotlight the Riskalyze mission, and more!
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.
Live Training 101: Riskalyze Essentials | Jan. 12th
Ready to hit the ground running for 2021? Join us for a live training that covers the four essentials of Riskalyze! You'll be able to accurately quantify your clients' risk tolerance levels, learn best practice workflows, and get access to additional resources to take your practice to the next level.
Vanilla + Riskalyze: Top 4 Things Every Advisor Wants to Know about Estate Planning | Jan. 13th
Join us as Steve Lockshin, Principal of Vanilla, and Aaron Klein, CEO of Riskalyze, explore how advisors can use estate planning to deepen client relationships and grow their business. Just as Riskalyze’s risk tolerance tools enable advisors to start conversations and deepen client relationships, Vanilla’s estate planning tools provide a compelling way to add value for existing clients and prospects alike.
As an advisor, you’re always focused on your clients’ financial futures. But what about your own? Kick-off the new year with a quick progress check!
Have your goals changed? 📈
Experienced a major life event? 💍
Curious about the effects of the market? 🤔
Refresh your Retirement Map and get set for success by prioritizing your personal investment strategy in the new year.
As a financial advisor, you play the role of ever-present guide to your clients' success. They're putting their financial trust in your very capable hands.
With that mission in mind, we've developed a Client Meeting Playbook that provides training on critical areas like getting to know your clients, documenting risk, and setting proper expectations.
As we begin to navigate 2021 and the in-person events landscape, we want to ensure our offerings are respectful of your comfort level and preferences. Our In-Person Events in 2021 survey will take you less than 90 seconds to complete, and your responses will remain completely anonymous. Thank you for your candid feedback!
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We've got a great team of success coaches ready to help you master all things Riskalyze. From a better understanding of a specific feature to best practices and workflows, we're here to help. Schedule your free coaching call to reserve your preferred time today!
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