The lifeblood of any growing wealth management firm is the the advisors the firm recruits and retains. So how do you start and keep the flywheel spinning?
Join us for a thought-provoking discussion between Riskalyze CEO and Co-Founder Aaron Klein and Michael Kitces, Chief Financial Planning Nerd at Kitces.com and Head of Planning Strategy for Buckingham Wealth Partners, as they explore the biggest trends in firm growth for 2023.
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"