Blog Newsletter → Riskalyze Review: October 2022
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Riskalyze Review: October 2022


Welcome to the Riskalyze Review, our monthly roundup of industry news,
product updates, and other happenings in the Riskalyze universe.

2 Weeks Until Summit – Register to Attend Virtually Today!

We’re only two weeks away from the best event of the year! If you can’t make it to Salt Lake City this October for our Fearless Investing Summit, buy a virtual ticket today! Join in on keynotes, listen to panels, earn CFP hours, unlock access to a post-event library of recorded training and sessions, and more!

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How Hyper-Personalization Has Changed Client Expectations

Financial advisors have long held the belief that personalized customer service is critical to building a successful advisory firm, and that’s still true today. But in a world of hyper-personalization, client expectations are radically different from what previous generations have considered “personal.”

In this blog, we’ll show you how to keep your firm at the forefront of creating an amazing client experience with hyper-personalization leading the way.

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Deep Dive With Riskalyze Labs!

Join us for live virtual sessions to explore everything Riskalyze has to offer and deepen your understanding of how Riskalyze can turn fearful investors, who make bad decisions, into fearless investors who make great decisions! Every Wednesday from 1-2 PM PT we’ll host a session with a different focus. See details and sign up below!

Riskalyze 201 | October 5th/19th
Join us as we delve into the analytics within Riskalyze and how you can set fantastic client expectations to create fearless investors!

Riskalyze 301 | October 12th/26th
Make your time in Riskalyze even more efficient, as we walk through many of the hidden gems within Riskalyze, including (but not limited to) Check-Ins and the Lead Generation Questionnaire!

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How to Capture the Next Generation of Investors

In the next few decades, experts expect to see a large transfer of wealth from baby boomers to younger generations. But with big cultural differences between these groups, will your firm be able to keep that wealth in-house?

Let’s explore who these next generations are, what they expect from an advisory experience, and the top three ways you can capture their interest (and business).

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The Latest #Fintech5

Check out the newest #Fintech5 brought to you by CEO Aaron Klein and WealthManagement.com. The #Fintech5 keeps you up to date on the latest news in wealth management technology. This month’s roundup includes a new CEO for eMoney, Carl Richards joins Elements, Schwab teams up with the CFP board for a diversity scholarship program, and more!

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