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.