Advisor Wins $4.7M Client and Increases Efficiency
- Riskalyze recently helped P.J. and his team win a $4.7 million client by quickly showing her that her risk profile and investments did not align. She was a risk 48, and she was invested like a 69.
- Cetera and Riskalyze together have increased P.J.’s firm’s efficiency. “What used to take days now takes a couple of hours,” P.J. said.
- With Riskalyze, P.J. has made deeper connections, won clients faster, and retained them for longer. Riskalyze creates clarity and develops trust.