27-Year Advisor has 100% of Clients Take the Risk Assessment
Advisor Shay Woodward said, "I saw Riskalyze, and it was exactly what I had been looking for. It blew the traditional risk assessment out of the water."
Shay loves the simplicity of Riskalyze and the ability to understand client psychology with risk. Whenever Shay brings on a new client, they take the Riskalyze questionnaire.
Discover why Riskalyze is central to Shay’s business and supports his fiduciary duty.
