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Let’s jump back a few decades to see how Riskalyze might have given financial advisors an upper hand during some of the biggest market events in recent history. Check out this blog post and learn how to face the future Fearlessly with Riskalyze: hubs.ly/Q01hnjNH0
We're less than 90 days out from the 2022 #FISummit in Salt Lake City, and tickets are going quickly! Visit hubs.ly/Q01hjq6Y0 to learn more about what's in store at this year's Summit and to snag your seat! #FIS
With Riskalyze, clients feel more involved in their investing process because they’re in the driver’s seat. Watch how @Riskalyze helps advisor @CrcDomenick differentiate from competitors and further help his clients! #SummerofSuccess hubs.ly/Q01hcdyP0
Stress Tests give you market scenarios to illustrate hypotheticals with your clients. This isn't only powerful for illustrating how you've built a portfolio, they're also a game-changer when it comes to reinforcing how you set a client's expectations. hubs.ly/Q01h5zQ_0
This year’s Fearless Investing Summit: ✔️ Stand-out Speakers: Jackie Joyner-Kersee, Kevin Nealon, Jade Simmons (and others!) ✔️ Beautiful Location: Salt Lake City, UT ✔️ Discounted Ticket Price: Hurry, pricing increases August 1st! Register today! hubs.ly/Q01h0T6T0
🚀 Above all, the goal is to help clients have the confidence to be fearless investors, even during market volatility. Hear from@Riskalyzee CEO@AaronKleinn as he shares pertinent messaging regarding 5% probability risks when communicating with clients! hubs.ly/Q01h0nG00R
Congratulations to all of our customers who were selected for inclusion on the 2022 @Investopedia 100 Top Financial Advisors list! We're proud to have you as part of the Fearless Investing Movement and are honored to support you and your firms!
Our #SummerofSuccess is rolling on with advisor Erik Lillibridge making @Riskalyze a central part of the client experience at his firm. Learn more about how Riskalyze helps Erik here! hubs.ly/Q01gNBtW0
Super excited to be with the Riskalyze Leadership Team this morning — about 25 top leaders of our teams and functions. Talking about what we can expect from each other, from our CEO and board, and what our teams can expect from us.
Retweeted by Riskalyze
We are pleased to be offering a webinar all about The State of Crypto! Join us for a timely briefing from Rubicon Crypto Co-Founder and CEO, Greg Johnson CFP, as he answers some of the toughest questions facing the digital asset industry. Register below! hubs.ly/Q01gFp6Z0
Congratulations to one of our fearless customers, Kristin Prentice of @CeteraFinancial for earning an Honorable Mention for the Community Service Award in the 2022 @investinothers awards! Promising Pages will receive a $1,750 donation in recognition of Kristin’s work!
🎙️Podcast drop! Listen in to CEO@AaronKleinn on@TheMoneyScriptt podcast with@Yo_Harrisonn as the two discuss risk and reward, how@Riskalyzee is transforming the advisory industry, and more! Listen to the full conversation herehubs.ly/Q01gnqYQ0aC
Things are becoming more stressful as the market continues to be volatile. With @Riskalyze Stress Tests you can run portfolios through historical events like the 2008 Financial Crisis to help clients understand controlling risk or beating the market. hubs.ly/Q01gg-8Q0
Why are ghosts not allowed into comedy clubs? They always boo the comedians… Our jokes might not be great, but @kevin_nealon’s definitely are. Join him in Salt Lake City this October as he takes the stage as our comedy act at our #FIS! hubs.ly/Q01gc81T0
🇺🇸 Happy Independence Day! While our offices are closed today in observance of the holiday, we’ll still be ready and available to help at [email protected] just in case you need us.
Interested in how to use social media to engage prospects and communicate with clients? Check out our latest blog post “6 Social Media Musts for Financial Advisors,” and get the scoop on how to boost your social media practices and gain more traction. hubs.ly/Q01g1Yqr0
Our #Marketing team is hiring! Are you an experienced marketing professional passionate about growing pipeline? Apply here to be our Marketing Programs Manager hubs.ly/Q01f-1910 and join the best team in #fintech!
After you’ve determined how much risk a client is comfortable with, and how much risk they have in their current investments, the next step is to determine how much risk they need in order to meet their long-term goals. Enter Retirement Maps hubs.ly/Q01fTcH80
In need of assistance? Join us for @Riskalyze Office Hours: a live Q&A where you can get real time answers to your questions from our coaching team and collaborate with other advisors! Hop in anytime Tues-Thurs 4-5pm ET. hubs.ly/Q01fNmWg0
Summer is heating up and registration for our Fearless Investing Summit this October is HOT 🔥. Get in on the action and secure your seat before early-bird pricing ends July 6th! We can’t wait to see you in Salt Lake City!hubs.ly/Q01fCVsh0e
From graduates working in their first job as a paraplanner to new firm owners thinking about succession planning, Riskalyze can help you. Read our latest blog post and learn the top three ways Riskalyze can help paraplanners 👉hubs.ly/Q01ftQDB0C
The June #Fintech5 from @wealth_mgmt is here! Topping the news this month is an announcement from @ENVintel, a celebration of innovation in wealth management, @Lumiant_io enters the U.S. market, and more! Check out the full report here 👉hubs.ly/Q01ftQgl0q
Our #SummerofSuccess continues with one advisor using @Riskalyze Trading to grow his business by 46% in ONE year! Read the full story below to hear this advisor’s process from meeting a client to managing their portfolio! hubs.ly/Q01fmKw90
As the Fearless Investing Movement continues to grow, our team continues to innovate, and we’ve got some powerful new tools and features that we’d love for you to check out. Read our latest blog post to see the latest and greatest from @Riskalyze! hubs.ly/Q01ff8yC0
Great advisors don't follow the Risk Number® around like a dog on a leash. They use analytics to pinpoint client attitudes...LEAD them to the right decision...and help them achieve the right outcome. 💪
Retweeted by Riskalyze
Today marks the second day of @FAmagazine's Invest in Women conference in Atlanta 🍑! Don't miss Enterprise Account Executive and fearless Riskalyzer, Erin Kirkwood, speaking during the behavioral finance session today at 1:55pm, and catch us at booth #19 in the exhibit hall!T
Our Customer Care operations are largely closed today with the capital markets, in honor of Juneteenth, so that Riskalyzers can volunteer, advocate, and celebrate the freedom and dignity that every human being deserves. We’re still here to help urgent needs at [email protected]
“Your advisor should have your best interests in mind, and use every tool available to better serve you," is yours? Read the full article from the @EpochTimes, “Ditch Your Advisor If They're Not Using This Tool,” and learn why @Riskalyze is a necessity. hubs.ly/Q01dVFhM0
As always excellent insights from @AaronKlein @Riskalyze showing how the @Wealthfront acquisition by @UBS is a $1.4BN vote of confidence in #FinancialAdvisors and why #HumanAdvisers beat #RoboAdvice
Retweeted by Riskalyze
With @Riskalyze Retirement Maps, advisors can assess risk tolerance and capacity, easily illustrating how much risk investors need to reach their goals. When a client understands what they need, you can tailor a plan to match. Learn more below! hubs.ly/Q01dPdzP0
🎧 What does success mean to you? Hear@Riskalyzee CEO@AaronKleinn's definition of success and his journey towards achieving it both personally and professionally on the@advisorpediaa ProudMouth podcast. Listen below!hubs.ly/Q01dGQrR0X
Dr. Shari Hensrud, VP of Risk and Analytics at @Riskalyze, encourages those in this position to consider your willingness to take risk, as well as age, goals and net worth. Read on below for more insights shared by @alisawolfson at @MarketWatch!📰💵👇marketwatch.com/picks/ask-the-…cOV
Retweeted by Riskalyze
Join @Riskalyze and @Wealthbox next Wednesday, 6/22 at 2pm ET to discover how our integration helps advisors understand the importance of setting expectations with clients by talking about risk upfront. Register now for this educational webinar! hubs.ly/Q01dx-wF0
We’re prioritizing our Discovery enhancements based on all the research we’ve gathered from you, our incredible advisors. Today, we’re excited to announce three new features in Discovery that will help you search, manage, and find the securities you need! hubs.ly/Q01dxQ_90
Hear the latest from Dr. Shari Hensrud, VP of Risk & Analytics @Riskalyze in @MarketWatch. She covers investing strategies, bond and equity allocations, willingness to take risks, and more! and equity allocations, willingness to take risk, and more! hubs.ly/Q01dsZWF0
We’ve got a packed agenda for the 2022 Fearless Investing Summit in Salt Lake City! From keynote speakers and training sessions, to coaching corners and marketing discussions, start planning your trip to UT and check out the Fearless ‘22 agenda! #FISummit hubs.ly/Q01dqZ1q0
Don't just wonder if a client’s risk preference will allow them to achieve their goals – calculate their probability and build a map to success. With @Riskalyze Retirement Maps you can illustrate the bigger picture and even uncover outside assets. hubs.ly/Q01dkmk20
The June Riskalyze Review is here! Leading you into summer we’ve got: Bootcamp Online, a @Riskalyze + @Wealthbox webinar, all the info you need on retirement maps, and more! Read the full newsletter ⬇️ hubs.ly/Q01dkjch0
Oh boy, you're gonna love this. Your finger will be on the pulse of client psychology between your meetings. Early warning system = ACTIVATED. 🚀twitter.com/grzczyk/status…s
Retweeted by Riskalyze
We’re hiring! Want to join the best team in #fintech? Click the link to see the open positions here at @Riskalyze! hubs.ly/Q01dc-hL0
Our #SummerofSuccess continues with advisor Clint Potts who won an 8-figure client using @Riskalyze! Check out his success story below to learn about how he utilizes the product to maximize his success. hubs.ly/Q01dc7Tp0
We’re excited to be hosting a day of training and connecting with our team for @Riskalyze Bootcamp Online! During this half-day training we’ll take a deep dive into relevant topics for your firm, hear from CEO @AaronKlein and more! Save your seat today! hubs.ly/Q01d5S1M0
We're thrilled to announce that we've expanded API offerings! "Our API offerings are about equipping wealth management firms, asset managers, and technology providers with what they need to accomplish our shared mission of empowering fearless investing,” @jboat Read more ⬇️ twitter.com/Riskalyze/stat…
📣 Riskalyze Expands API Offerings for Wealth Management Enterprises and Asset Management Firms. Read the full press release below:hubs.ly/Q01d0k0h0b
There’s a lot to look forward to when it comes to our #FISummit. This October, as we take on Salt Lake City, we’ll be joined by musical talent and powerhouse speaker, Jade Simmons! If you haven’t yet, secure your seat NOW to be a part of the action! hubs.ly/Q01cWMRS0
The latest #Fintech5 from @wealth_mgmt is here! Topping your news is: @OnyxAdvisors launches, @SnappyKraken makes an acquisition, @Fidelity adds crypto to retirement accounts, and more! Check out the full report here hubs.ly/Q01cPk7J0
"The next generation is full of expectations for how a platform can help them see and understand what's going on.” Missed #T32022? Catch what @Riskalyze Chief Product Officer @jboat had to say about the next generation of investors ⬇️hubs.ly/Q01cJdTQ0
🌴 We’re kicking off the month of June with a trip to Hollywood, FL for@wealth__stackk 2022! Find us at Booth 207 to learn more about@Riskalyzee and meet our Fearless team!#WMEDGEE#WealthStackk0
🥳 We’re honored to receive 6 finalist awards for the 2022#Wealthiess including CEO of the Year, Innovation in New Applications, Portfolio Analytics, Rebalancing, Risk Profiling, & Thought Leadership! Congratulations to all of this year’s finalists! �twitter.com/wealth_mgmt/st…BW
🤠 We’re headed to Austin, TX! Hear from@Riskalyzee CEO@AaronKleinn as he joins the@AssetMarkk panel on how managing an independent RIA with sustained growth requires a CEO mindset. You won't want to miss this engaging discussion tomorrow, 6/1 at 1:30pm!hubs.ly/Q01cv8RF0Cl
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