Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
The Customer Care team at Riskalyze is up to any challenge, no matter how scary.
An advisor named Matthew recently reached out to us with a few questions about his account, and a fearless Riskalyzer named Scott was able to get him just what he needed. At the end of the conversation, Scott asked if there was anything else we could help with, and he was met with this response:
“I need help with multiple issues, all of which I don’t think you can help me out with! Like my 4-year-old refusing to sleep in her bed and keeping me up all night!”
Scott knew we had to step into action, and the legend of “Monster Spray” was born.
2:06 PM: Was there anything else I can help you with?
2:12 PM: I need help with multiple issues, all of which I don’t think you can help me out with!
2:13 PM: Like my 4-year-old refusing to sleep in her bed and keeping me up all night!
2:13 PM: Is it nightmares or monsters? Have you tried monster spray?
2:15 PM: We had a spray bottle with “monster poison” (water) that we would let our daughter spray before bed or whenever she got scared.
2:17 PM: Jesus! That is brilliant!
2:18 PM: I guess I spoke too soon!
Halloween aside, investing can be a scary place for your clients, and we’re proud of the advisors who empower them to invest fearlessly. We’re honored to play a small part of your success, and we’ll strive every day to make sure you have everything you need to keep it up.
Monster spray included.
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.
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.