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SUCCESS STORY

Riskalyze Helps Swan Retirement Planning Win Every Prospect

  • Discover how Gabe uses technology to win new business and set the best expectations as he welcomes clients into his firm.
  • See how Gabe’s willingness to embrace a tool that helps him coach clients toward financial goals, and not work 80-hour work weeks while doing it, gives him an edge on his competition.
  • “I don’t think I’ve had a single prospect come in where I’ve been able to do a portfolio comparison in Riskalyze and I didn’t win the business. It’s the ace up my sleeve.”
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