Brian Horn Wins Clients and Uncovers Held-Away Assets
INTEGRATING TECHNOLOGY: "When I saw that Riskalyze seamlessly integrated outside data, that gave me confidence that I was accurately showing a client how much risk they would take on with my recommendations based on the software," Brian said.
REFRAMING CLIENT CONVERSATIONS: Using Riskalyze's software, Brian is easily able to communicate with clients and quantify risk tolerance through accessible charts and graphs.
UNCOVERING HELD-AWAY ASSETS: Brian uncovers held-away assets and builds client trust through straightforward data and reduced fees supported by Riskalyze.
