Boutique Firm Grows by Millions of Assets in One Year With Riskalyze
‘Twas the night before Christmas and all over our televisions, media everywhere were warning viewers about the worst December market downturn since the Great Depression.
After the market took a sudden downturn over the 2018 holiday season, this advisor received a series of concerned phone calls – not from worried clients, from prospective ones.
“Riskalyze gives us the ability to communicate with clients about risk in a way that is so simple, they can discuss it around the dinner table with family – that in itself is invaluable.”
