Riskalyze Review: March 2018

We’ve got some big news about the #FISummit this week! We're thrilled with how the events and speaking lineup are taking shape in San Antonio for 2018.

Not yet registered? Check out the trailer and announcement below to see all the keynote speakers and events. You’re not going to want to miss this.

Sure, Riskalyze is great, but this year we thought, "What feature can we launch that would leave the financial industry in complete disbelief?"

That's when we thought of the Sub-Optimizer. We won't spoil any of the great functionality this will add to your Riskalyze account. You'll just have to check it out for yourself.

We're hitting the road this Spring/Summer for our first Fearless Investing Tour and we'd love for you to join us! Learn about brand new features, network with other Riskalyze users, learn best practices, meet many of our senior leaders, and enjoy a world-class meal at a phenomenal location. To top it all off, it’s completely free.

We only have a few spots left! See if we're coming to a city near you and let us know you want a place at the table.

Connecting with prospects and nurturing clients is a skill that many advisors have to learn the hard way. With technology, compliance, and advisory landscapes changing all the time, it’s difficult for advisors to market themselves AND provide world-class service to their clients. We’re in awe of those that do!

There’s an easy-to-follow marketing principle that we think can help known as The Four Rights: The right message, to the right audience, at the right time, in the right medium.

To see "The Four Rights" in action, download our PDF below!

Below is the February edition of the Fintech Report Card, a piece originally published in WealthManagement.com where Riskalyze CEO Aaron Klein dives into last month's hottest fintech stories.

Employment of financial professionals will outpace the average for all occupations in 2018. And with more access to innovative tools than ever, it’s a truly great time to be a financial advisor!

Riskalyze’s Director of Recruiting and hiring guru Brian Gelfuso breaks down his 8 favorite creative recruiting strategies to attract the best advisors, admins, and junior advisors to your firm, and some unlikely places to find “A” players (hint: it’s not a job board).

Last month, we launched some great product updates to the Riskalyze platform, but you know what else needed a makeover? Our website!

Enjoy the improved navigation, easy access to our knowledge base and other resources, and bask in that new site shine. Welcome to 2018, Riskalyze.com!