Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Integrating Riskalyze into Your Process Pays Off
Advisor Erik Lillibridge has made Riskalyze a central part of the client experience at his firm. No matter the net worth of the client, every existing and prospective client is assigned a Risk Number®, foundational to their financial advising experience.
“If I want to do my job the right way, then I have to help my clients understand the probability of what could happen to their investments. Every single client deserves a Risk Number,” Erik said.
Not only does Riskalyze help Erik to provide each client with a clear understanding of how their investments are being managed, but it also streamlines his compliance process and increases his efficiency.
“The business has definitely streamlined. Meetings are shorter and more productive, and the technology eliminates a lot of the work that was previously on my plate,” said Erik. “I used to call my clients 4-6 times per year, but now with Check-ins, we can have better conversations without having to review portfolios.”
Erik is a strong believer that every client deserves the same attention to detail when it comes to managing their investments, and he has found that Riskalyze produces an undeniably impressive ROI when it is integrated into every step of his process. With one client win, Riskalyze more than paid for itself.
“Riskalyze is eye-opening for clients and prospects – the very first time I used it in a presentation, I brought in $1.8 million,” Erik said.
The thing that surprises Erik the most about Riskalyze? That not every advisor out there uses it.
“I want to be an expert in Riskalyze, so that as it continues to evolve, I’ll be on the cutting edge of something great,” Erik said.
Want to see how other advisors like Erik are winning with Riskalyze? Sign up for a product demo at https://riskalyze.com/alignment.
As CEO of Peak Advisory Group, Cory Allen recently led his team through a significant acquisition. He successfully brought in the new firm and quickly implemented his secret weapon: Riskalyze, to ensure efficiency and stability for incoming customers.
Riskalyze CEO Aaron Klein shares pertinent messaging regarding 5% probability risks when communicating with clients.
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.
As we go into 2021, we’re thankful for advisors who introduced their clients to the fearless investing mindset & the Riskalyzers who make it all possible.