Demand has been off the charts! We’re already over 85% of the way to being sold out for our 2021 Fearless Investing Summit.
If you’ve been waiting to buy your ticket (or know someone in your office that hasn’t purchased one yet), now is the time! To learn more about the event and confirm your spot, visit riskalyze.com/fearless. We can’t wait to see you in Palm Springs!
If you want to stand out, you’ve got to be different. Terry Morgan, the CEO and President of OK 401k does just that. Terry makes fearless investing sound as natural as a conversation with your grandma—because he put that exact conversation into a radio ad. Hear the ads and learn why they work from a marketing perspective below!
Learn the Latest Advisor Tech News
Check out the latest edition of the Fintech Report Card where Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor tech in the last month.
This month is packed full of news featuring RobustWealth, Onramp Investing, Docupace, Skience, MassMutual, Advisor360, Trade PMR, Apex Clearing, Altruist, and more!
Ready to Level Up?
Join the industry's best coaching team on August 13th 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!
Online Events You'll Love
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.
Riskalyze + Advyzon Integration in Action | August 11th
In the digital default world of client interaction, technology has to make the client experience a priority. Join Advyzon and Riskalyze for a webinar on how client-facing technology can enhance communication and empower clients to better understand the value-add of their advisors.
Riskalyze + Wealthbox Integration in Action | Replay
Join Riskalyze + Wealthbox power user, John Uyeki, SVP of Chelsea Groton Financial Services to learn how the integration between Wealthbox and Riskalyze helps advisors see the big picture of their clients’ risk profiles and portfolio information, win new clients, increase their practice efficiency, and seamlessly document their fiduciary standard of care.
Estate Planning for the Risk First Decade | Replay
Join Matt Morris, VP Sales at Helios, Aaron Klein, CEO at Riskalyze, and David Littlejohn, advisor and Riskalyze / Helios power user, as they explore how financial advisors can use fintech estate planning solutions to deepen client relationships, provide value-added advisory services to clients and households and unlock new revenue streams.