Riskalyze Review: November 2017

If you love Riskalyze, rest assured that the feeling is mutual. 37% of our business comes from referrals, and if you refer a fellow advisor, we'll give you both a $100 Amazon gift card when they join. It's that simple!

Thank you for supporting our mission to empower the world to invest fearlessly. We're only as great as our awesome advisors, and we'd love to say thank you!

We love hearing how advisors empower fearless investing every day. When was a time you helped a client get invested right? When did you prove that a prospect was invested wrong? Have you had one of our famous "ACAT form" moments? We're sending six camera crews to advisory firms all over the country to tell their favorite fearless investing story—and we want to hear from you!

If your story is selected, you get to keep the promotional video and use it to promote your business, free of charge.

One of the questions we're asked most often is this: why do you measure a client’s comfort zone and a portfolio’s 95% Historical Range™ using a six-month timeframe? The answer goes back to what we do, and that's empowering fearless investing. Why does six months matter? Because the #1 killer of long-term financial goals are emotional reactions to short-term events.

WannaCry, GoldenEye, and now Equifax...there are so many cyber threats out there. We all want to protect our client data, but does that mean we need crazy cybersecurity budgets? Well, not exactly.

Most security threats to client data are avoided by making small changes that any firm, large or small, can implement. So we've put together three cybersecurity tips you can put into action today to keep your clients protected. They're easy to follow and, we promise, won't make you "WannaCry."

Below is the October edition of the Fintech Report Card, a piece originally published in WealthManagement.com where Riskalyze CEO Aaron Klein dives into the hottest news of the month.

We're thrilled to announce that we've finally released the essential Riskalyze ebook The Advisor's Guide to Fearless Investing. We've opened the curtain to show you our core beliefs, how we got started, and the scientific framework behind our Fearless Investing Movement.

We think you're going to love it.