Show Prospects they're invested wrong.
Prove to clients they're invested right.
With the Riskalyze and Carson Group partnership, eligible advisors now have access to:
- Discounted pricing:
- Riskalyze Select 10% discount: $250 $225/month
- Riskalyze Elite 15% discount: $350 $297.50/month
- Even greater discounts available for offices
- Drive alignment between your clients and their portfolios by eliminating stereotypes and using a leading scientific theory to objectively pinpoint a client's risk threshold.
- Document your fiduciary approach and showcase alignment between portfolio construction, risk tolerance, and risk capacity.
- The ability to leverage the Risk Number® and turn it into the best client acquisition tool you've ever seen.