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 + Charles Schwab Investment Management | Nov. 18th
Join Jake Gilliam, CFA, AIF®, Head of the Multi-Asset Solutions Team supporting Schwab Asset Management Solutions, and Todd Johnson, Director of Channel Alliances at Riskalyze as they discuss the math, methodology, and expertise behind Schwab's model portfolios now available in the Riskalyze Partner Store.
Riskalyze + Invesco | Nov. 19th
Join Izaak Mendelson, Head of Model Distribution Wealth Management Platforms at Invesco and Todd Johnson, Director of Channel Alliances at Riskalyze as they discuss the math, methodology, and expertise behind Invesco's model portfolios now available in the Riskalyze Partner Store.
A New (Virtual) World - The Impact of Remote Work on Financial Services | Dec. 8th
Experts say the virtual workforce as a "new normal" has made one of the most monumental long-term impacts on the future of financial services. Join our video round table discussion and Q&A "A New (Virtual) World," where experts in advisor recruiting, business development, and technology will discuss the many significant opportunities that lay ahead for growth-minded advisory firms.
Live Training 101: Getting Started with Riskalyze | Dec. 11th
Ready to learn the essentials? Join us for a walkthrough of the four core functions of Riskalyze, how to implement best practice workflows, and where to find additional resources available 24/7 at your fingertips.
Helping Clients Fall in Love with their Risk Assessments
Risk assessments improve the overall interaction for both the advisor and the client alike and offers the advisor a critical opportunity to provide their unique advisor intelligence and expertise throughout the experience.
We’ve created a step-by-step guide to help optimize your approach, allowing the conversation about risk to be as relevant and enjoyable as possible for your clients. Learn how to run a perfect meeting with risk assessments, best practices, and how Riskalyze succeeds with clients who don’t need a questionnaire.
Ready to use the power of filters to maximize your workflows?
You're now able to generate lists of your active and prospective clients and then sort them by specific client details like their Risk Number, client status, Risk Number status, and Risk Number alignment.
Client filters are automatically saved, and Riskalyze will always remember your last filtering selection. Schedule a complimentary coaching call to learn more and read the article below to learn all the new client filters now available!