SUCCESS STORY

Advisor Wins 8-Figure Client and Projects 40% Growth


  • Advisor Clint Potts has integrity, trust, and decades of expertise to thank for the growth of his firm, as he helps clients invest for the long haul and leverages Riskalyze for third-party validation.
  • “Riskalyze helps move the pendulum for clients to understand that what’s in their mind might not be, or need to be, the actual reality of their portfolio,” said Clint.
  • Clint used Riskalyze in the conversations that led to an astounding 8-figure win. He uncovered held-away assets and won a family’s business by sharing candidly about their estate with Riskalyze.
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