Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Why Riskalyze is Worth Every Penny
According to Advisor P.J. Herb, Riskalyze was the key to winning a $4.7 million client, paying for itself for years.
Advisor P.J. Herb CFP® works with his dad at WealthCo Financial Group, LLC outside of Houston, Texas, providing financial planning, investment services, small business consulting, and CPA tax and accounting services.
With a knack for unique problem-solving, it’s no wonder that P.J. and his team were tired of the traditional risk questionnaire producing inaccurate results that don’t help clients understand the nuance of risk. When P.J. found Riskalyze, it was a perfect match for his team’s needs and quickly grew their business.
“Riskalyze has become an invaluable part of our business, and we now use it across every client—current and prospective,” P.J. said.
Riskalyze recently helped P.J. and his team win a $4.7 million client by showing her that her risk profile and investments did not align. She was a risk 48, and she was invested like a 69.
P.J. finds that with Riskalyze, he can better understand and serve his clients. His clients connect with their Risk Number®, making discussions about investment much more accessible. “Riskalyze allows you as the adviser to make a personal connection right off the bat,” P.J. said.
Cetera and Riskalyze together have increased P.J.’s firm’s efficiency. “What used to take days now takes a couple of hours,” he said. P.J. can analyze portfolios, prepare reports, and develop presentations faster with Riskalyze integrated across his team’s tech stack.
“I believe if you want to truly be a fiduciary with your client, you have to use Riskalyze. You almost have no choice,” P.J. said. “Even if you don’t use the tool for anything other than just supplementing your risk profile questionnaire, Riskalyze is worth every penny.”View the Complete Success Story
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.
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.