ASSET MAP + RISKALYZE: PARTNERSHIP WEBINARRegister
What are the secrets to conducting impactful advisory conversations from your home or in-person? In this webinar, Shane Hall (Financial Planner at Shane Hall Financial) and leaders from Asset-Map and Riskalyze are going to share:
- Strategies for using Asset-Map and Riskalyze to boost client engagement in the current environment
- How to set up a visual representation of client assets with Asset-Map and overlay information from Riskalyze through the free integration
- Ways to position your tech stack to increase efficiencies and cut down on duplicative processes
Meet The speakers
Director of Channel Marketing at Riskalyze
Director of Partnerships at Asset-Map
"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
- ALLISON, ADVISOR IN CALIFORNIA
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
- YO, ADVISOR IN CALIFORNIA
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"
- DAVID, ADVISOR IN CALIFORNIA