Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
A Day in the Life of a Riskalyze Coach
By Chris Quandt, Senior Coach
You’ll probably never hear a Riskalyze Coach say “Drop and give me 20!” Instead, we’re big fans of “Let me show you how our most successful advisors use Riskalyze” and “Let’s make sure you’re getting the maximum value from your Riskalyze subscription.”
So, what exactly IS a Riskalyze Advisor Success Coach? In a word – storyteller. We help advisors not only understand how Riskalyze functions, but why over tens of thousands of advisors across the country have made it a central part of their firm including:
- Why, as an advisor, you’ll benefit from using Riskalyze in your next client meeting.
- Why our most successful advisors use Retirement Maps in every single client meeting.
- Why it’s so important your clients understand the relationship between risk and reward, and how the Risk Number® creates a framework for clients to understand and react to risk appropriately.
- Why the Lead Generation Questionnaire is the best tool out there to convert your web traffic into actionable leads.
And the list goes on. Our mission is to help you be your client’s hero. The one that continually guides them to financial success and financial freedom. As storytellers, we’re thrilled to share the countless success stories from our advisors who have joined the Fearless Investing Movement. One of my favorite success stories is about an advisor who used the Risk Number to generate a referral in the unlikeliest of places – an unexpected audit! Thanks to Riskalyze’s strict documentation and controlled processes, including Investment Policy Statements and Riskalyze GPA®, the firm was able to showcase their due diligence in understanding clients’ unique profiles and building investment strategies to accommodate them. They passed the audit with flying colors, but what happened afterward is the best part. The SEC examiner who assessed the firm gave them a referral – to their own family member! That’s the power of having Riskalyze at the center of your tech stack.
Now, where can you find a Riskalyze Success Coach sharing great stories like the one above? When we’re not crossing the country visiting a city near you for a Riskalyze Bootcamp, attending an industry conference, leading a webinar, or creating content for Riskalyze Academy, you’ll most often find us chatting with amazing advisors from all over the country. Who knows – maybe our next favorite story will come from you!
Another favorite saying of ours? Riskalyze training is completely free and included in your Riskalyze subscription! Start taking advantage of this wonderful benefit today.
Whether we chat with you on the phone, at a conference, or host you online for an upcoming webinar, we want to say thank you for the incredible work you do to empower your clients to invest fearlessly.
Learn how Riskalyze can help mid-career advisors grow their firms while keeping client satisfaction high.
Riskalyze CEO Aaron Klein shares pertinent messaging regarding 5% probability risks when communicating with clients.
Advisor Erik Lillibridge won $1.8m the first time ever using Riskalyze. Since making Riskalyze integral to his process, he has increased his efficiency and AUM.
Learn how advisor P.J. Herb used Riskalyze as the key to winning a $4.7 million client, paying for itself for years.
While every Riskalyze Advisor Appreciation Award winner is unique in the value they bring, it is always so affirming to see how they fit into our mission of empowering the world to invest fearlessly.
Financial advisors are among the best lifelong learners, so I hope you find a couple of gems for yourself among my 2021 favorite books.
We’re thrilled to announce a brand-new suite of features and tools to the Riskalyze Platform that we know you’re going to love. Read on to learn more about all the exciting new resources!
On this exciting day at Riskalyze, CEO Aaron Klein takes a moment to address the incredible financial advisors we are so privileged to serve.
This fall, financial professionals are attending in-person conferences. What goes into producing a top-tier industry event? Take a peek at this article!
Every advisor is different, and we’ve found the radio ads to prove it. Read our blog for an example of unique fearless investing advisor marketing.
We dug into the math to show you why our dynamic engine’s quantitative approach to our Risk Tolerance Questionnaire can’t be reduced to a sheet of paper.