HELIOS + RISKALYZE: ADVISOR ESTATE PLANNING FOR THE RISK FIRST DECADE

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On-Demand

Join us for a conversation with Matt Morris, VP Sales at Helios, Aaron Klein, CEO of Riskalyze, and David Littlejohn, advisor and Riskalyze / Helios power user, who will discuss and explore how financial advisors can use fintech estate planning solutions to deepen client relationships, provide value added advisory services to clients and households and unlock new revenue streams.

For a few outdated reasons, estate planning is often neglected by advisors. Just as Riskalyze’s risk tolerance tools enable advisors to start conversations and deepen client relationships, Helios estate planning tools provide a compelling way to add value for existing clients and prospects alike.

We look forward to seeing you there!

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Meet The speakers

Aaron Klein
CEO at Riskalyze
Matt Morris
Vice President - Affiliate Sales at Helios Integrated Planning
David Littlejohn
CEO at Littlejohn Financial
"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

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