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Registration for the 2022 Fearless Investing Summit is 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. With a world-class lineup of speakers, and packed-full agenda, you also won't want to miss your chance to be one of the first ever guests in downtown SLC's newest convention hotel.
Ready to become a Riskalyze Ninja? Join the industry's best coaching team Wednesday, June 15th for an in-depth training on the world's #1 Risk Alignment Platform. We'll dive into client engagement, optimizing portfolio construction, advisor marketing, geek out on the latest in investment analysis methodology, and more!
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!
Join us on June 22nd at 2:00 PM ET for this live webinar to discover how the integration between Riskalyze and Wealthbox helps advisors understand the importance of setting expectations with clients, by talking about risk upfront with them.
Financial advisor Brian Horn has been in wealth management for 20 years. Brian’s desire to show a client with a set portfolio a side-by-side comparison of where they were versus where they could be led him to Riskalyze.
After using our product, Brian said that the “most impressive part” of Riskalyze’s software is the Retirement Maps feature that displays how clients’ money will grow over time based on their initial and monthly investments. Click below to read more about Brian's success using Riskalyze, our Retirement Maps feature, and how to implement his strategies in your firm.
As you know, we're in a "great shift" where more people than ever are changing jobs and have new 401k plans to handle. Clients need help with retirement plans, and that's where we come in.
Our Retirement Plans feature gives your plan participants the opportunity to consider their risk tolerance in objective terms, access to build a retirement goal, and the ability to choose a portfolio of available plan funds that align with their individual risk tolerance. More than ever, these investors could benefit from the same quantitative approach to risk tolerance that you share with your clients.
Join tens of thousands of advisors who empower clients to invest fearlessly.
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