Riskalyze CEO Aaron Klein shares pertinent messaging regarding 5% probability risks when communicating with clients.
Growing Your Firm’s AUM During An Acquisition
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 is mission-critical for me, and I wouldn’t practice without it. It is that valuable to me and what I do,” Cory said.
By integrating with Cory’s tech stack, including Redtail, MoneyGuide, and Albridge, Riskalyze enabled Cory to analyze newly acquired client portfolios from Day 1.
Peak Advisory Group can tie tangible benefits to their firm-wide use of Riskalyze, including increased firm AUM, an elevated number of prospects in their pipeline, and an improved number of referrals from centers of influence.
“My last two referrals came from accountants and were multimillion-dollar accounts. They’re introducing us to their best clients because they trust our deliverables and have confidence in what we’re doing and our process,” Cory said.
Recently, Cory created a sample client in Riskalyze to show an insurance agent the due diligence that goes into his work. A few weeks later, that same agent referred a $2 million client to Cory’s firm.
“We created a partnership because of our elevated process, and we strive to do this with other professionals across the legal, accounting, and insurance fields,” Cory said. “Riskalyze has been instrumental in making these connections happen.”
Cory has been amazed by the increased efficiency of his firm since adopting Riskalyze.
“Surprise meeting? No problem! Once, I had forgotten about an evening appointment I had scheduled. I got the 15-minute reminder and easily created a presentation for the client before our meeting started. It looked like I’d been preparing for an hour because of Riskalyze’s efficiency,” Cory said.
Cory is one of thousands of advisors that have found success with Riskalyze, helping their firms to win more clients, increase their AUM, and maximize the Riskalyze ROI.
Want to see how other advisors like Erik are winning with Riskalyze? Sign up for a product demo at https://riskalyze.com/alignment.
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.
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.
Riskalyze’s Risk Number® is a quantitative measurement of an investor’s risk tolerance and the risk in a portfolio; a tool for financial advisors.