Generate traffic that converts.
There’s no more powerful question than “What’s Your Risk Number?” to convert traffic into leads.
With your Lead Generation Questionnaire, you can copy a few lines of code to feature a button directly on your website and use it to generate new leads.
Each time a lead completes it, Riskalyze will send you an email notification. You can then log into Riskalyze to review their contact information, Risk Number details, net worth, and start building a plan, all before your first meeting!
A whole set of customizable resources in your account.
The Riskalyze Advisor Marketing Kit is your go-to place for personalized client-facing videos, templates for presentations, brochures and press releases, social media image generators, print items with free delivery, and best-practice guides for compliance approval and online advertising campaigns.
Now you can infuse the Risk Number into your firm with a whole set of resources to back you up. These materials are designed to elevate your brand, not ours!
Need a FINRA letter or compliance approval? No problem — we’ve built the Riskalyze Compliance Kit so you can access sample documents and FINRA approval letters for every tool within the Advisor Marketing Kit.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.