HELIOS + RISKALYZE: ADVISOR ESTATE PLANNING FOR THE RISK FIRST DECADERegister
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For a few outdated reasons, estate planning is often neglected by advisors.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!