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free webinar

Using Riskalyze with Retirement Plans- with guest Greg from QBox 3(38)

Wednesday, May 29
11am PST
Greg Moerchen, Managing Member of QBOX Fiduciary Solutions
Curtis Wise, Customer Success Manager at Riskalyze

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What You’ll Learn in This Webinar

Learn best practices from the experts on how to effectively introduce Riskalyze to Plan Sponsors and Participants to gain new accounts and increase user adoption. 

Learn how to keep clients engaged through Riskalyze Retirement Plans and automated client Check-Ins, ensuring you are properly documenting your fiduciary process. 

Learn how the best advisors are using Riskalyze and the Retirement Plans feature to set themselves apart from the competition, justify their fees, and deepen the relationships with Plan Sponsors and Participants. 

this webinar starts in

2019/05/29 1:00 PM

About The Hosts

Greg Moerchen
Managing Member of QBOX Fiduciary Solutions, LLC

Founder & CCO of QBOX Fiduciary Solutions, LLC, a Fort Wayne, IN based registered investment advisor that provides outsourced ERISA 3(38) investment management services to the qualified plan industry. 

Greg has over 25 years of experience in the investment management industry.  He started in the broker dealer network and transitioned to an RIA in 2008. 

Greg is currently focusing on developing open architecture qualified plan products for RIAs and RIA Firms.  He feels that the qualified plan industry is at a tipping point.  Participants are demanding investment and fee transparency – both supplied by advisors moving to the fiduciary standards required of an RIA.

Curtis Wise
Customer Success Manager at Riskalyze
Curtis comes to Riskalyze with a wealth of experience in the financial services industry. He is responsible for the success of hundreds of Riskalyze customers, ensuring the advisors are equipped to maximize the technology in their practice through his consultative approach. He is a frequent presenter at Riskalyze Bootcamp trainings and industry events nationwide.
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