Join the industry's best coaching team on October 2nd for an in-depth day of virtual training on the world's #1 Risk Alignment Platform. We'll dive into topics like client engagement, optimized portfolio construction, and how to supercharge your marketing. Plus, we'll geek out on investment analysis methodology and enjoy an executive session with Riskalyze CEO Aaron Klein.
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!
Looking for a Second Opinion?
Riskalyze technology empowers great advisors to use objective analytics to express the advice they extend to clients. And it’s common for advisors to ask a Riskalyze team member to share investment opinions, which is one of the few requests we choose not to support.
We’ve heard your requests and are happy to now connect advisors to elite partners with a passion for helping advisors analyze investments and portfolios as a concierge like service. Their credentialed experts are ready to aid advisors in portfolio review and construction, and we’re thrilled to facilitate that connection.
Riskalyze is excited to launch Multi-Factor Authentication (MFA) this October. Financial data is personal and confidential, and we’re committed to upholding industry standards when accessing you and your clients’ sensitive materials.
The quick, two-step verification process with MFA allows you to continue maintaining the most secure practices for you and your clients. We look forward to enhancing your log-in experience in the coming weeks!
Quality storytelling makes a profound impact from the Hollywood stage down to the advisor-client meeting room. In our 'The Power of Story' Academy series, you'll learn how the storytelling framework allows you to communicate effectively with customers and prospects – fearlessly guiding them through market ups and downs.
In this three-lesson series, we’ll unpack the storytelling framework for financial professionals, how to implement that framework in client meetings, and provide examples and tools for you to use with your clients.