SUCCESS STORY

Burgess Wealth Advisory Passed a Surprise Audit in Record Time


  • “I showed the auditors the data in Riskalyze and handed it to them with a flash drive. That’s when they halted the audit immediately. They said ‘alright, we’ve seen enough.”
  • Learn how the sole owner and operator of an RIA passed a thorough State Corporate Commission audit in one hour — without breaking a sweat.
  • Discover how an advisory firm, Burgess Wealth, is able to elevate conversations with individuals who are not yet clients by using the Risk Number.
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