Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Only Two Bootcamps Left
We're wrapping up our 2019 Bootcamp city tour in the month of June as we bring the industry's best coaching team to San Diego and L.A.. If you want to become a Riskalyze ninja, we've got a few seats left.
"Bootcamp was amazing! With so many things to learn, including best practices, and practical ideas on using Riskalyze to generate new business, it was well worth the time. Priceless!" - Glen, Advisor in Maryland
Anticipating Investor Needs
Still working on your certification in mind reading? From the changing goals of your clients to an ever-changing regulatory landscape, it's enough to drive an advisor insane.
Originally published by Commonwealth, this blog post will give you 5 tips for anticipating and accommodating shifting investor needs.
Webinars You'll Love
At Riskalyze we know we are only as good as the amazing advisors we serve, and we're proud to offer a host of educational opportunities to help your business thrive. Sign up below or anytime you're in Riskalyze by clicking on the ≡ icon (top right of your screen) followed by the Webinars tab.
If you missed a couple of our recent webinars, fear not! We've got the replay. Click the Watch Now button below to view.
We can't wait to host you at the Boston Park Plaza for this year's Fearless Investing Summit. We've got three days packed full of break out trainings and keynotes from industry leaders.
We'll work hard and play hard while we cruise on the Spirit of Boston Yacht for the Redtail+Riskalyze Tea Party and enjoy top-notch entertainment from America's Got Talent comedian Tom Cotter.