Riskalyze Demo for The 401k Study Group
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The document announces a new partnership between 401K Study Group and Riskalyze to help 401K Study Group members grow and protect their business. Riskalyze offers an all-in-one business development, proposal, and risk management system that helps advisors win new clients, capture and meet client expectations, and quantify suitability. 401K Study Group has partnered with Riskalyze to offer its tools at a discount to advisors.
Riskalyze Demo for The 401k Study Group
- 1. At 401K Study Group, we’re always focused on how we can make our members more successful. Today, we’re excited to announce a new partnership with Riskalyze designed to help you grow and protect your business. Riskalyze is an all-in-one business development, proposal and risk management system that is helping advisors to: • Win New Clients. Riskalyze turns a prospective client’s existing statement into the greatest sales tool you’ve ever seen. “It’s the cornerstone of my process for attracting new clients,” says advisor John Buerger in California. • Capture and Meet Expectations. Riskalyze quantitatively captures client expectations, making it simple to build a portfolio with a 95% mathematical probability of delivering on them. “It’s transformed how we interact with our clients,” says advisor John Creekmur in Illinois. • Quantify Suitability. Riskalyze scientifically matches your clients with your closest model portfolio, increasing client satisfaction and strengthening your compliance documentation. “Allows me to make recommendations rooted in data, not feelings and hunches,” says advisor Josh Brown in New York. In fact, Riskalyze was just named as one of the Top 10 Most Innovative Companies in Finance by Fast Company Magazine. 401K Study Group has partnered with Riskalyze to bring you a great discount on this set of tools to help you build and protect your practice. Join us for a 20-30 minute online event to see exactly how they are helping advisors like you grow their assets under management — both by attracting new clients, and by keeping your existing clients retained and fully invested. You can RSVP for a date and time of your choice here: http://www.riskalyze.com/lp/401ksg