Equity Concepts has a 90% Close Rate Using Riskalyze
See how the Equity Concepts team used Riskalyze to get to a 90% close rate in prospect meetings. Incredible!
"Clients are blown away by it. They’re able to see exactly how they’re allocated, and the Risk Number makes sense to them.”
Once the Equity Concepts team realized the impact Riskalyze made in constructing portfolios and reviewing current portfolios, they were able to move beyond typical stereotypes like "conservative" and "moderate."