SUCCESS STORY

27-Year Advisor has 100% of Clients Take the Risk Assessment


  • Advisor Shay Woodward said, “I saw Riskalyze, and it was exactly what I had been looking for. It blew the traditional risk assessment out of the water.”
  • Shay loves the simplicity of Riskalyze and the ability to understand client psychology with risk. Whenever Shay brings on a new client, they take the Riskalyze questionnaire.
  • Discover why Riskalyze is central to Shay’s business and supports his fiduciary duty.
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