The Risk-Oriented, Client-First Approach that Really Works
CLIENT EXPERIENCE: With Riskalyze at the center of its practice, $1.3B AUM RIA CornerCap has been able to engage clients and immediately uncover information about a client's dreams, fears, and attitudes about money!
RISK TOLERANCE: CornerCap has leveraged Riskalyze in client conversations to make risk tolerance accessible. Chief Growth Officer Paul Barlow said, "Riskalyze makes those conversations easy—that's why I know that we're moving forward with incredible growth."
PROSPECTIVE MEETINGS: CornerCap purposefully gets to know prospective clients with the risk questionnaire. They've been able to gain more insight into and connect with the next generation of wealth: Xennials.