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SUCCESS STORY

"When We Talk About Risk, My Clients Just Get it Now"

  • Advisor Jason Strandberg has embraced the Risk-First Approach with his clients, and his clients have embraced the Risk Number as well.
  • With accounts on Riskalyze Trading, Jason can now implement portfolio decisions at the custodial level, keep accounts on track with One-Click Fiduciary™ technology, and ditch the Excel spreadsheet.
  • He has the tools to get his clients invested right and the time to scale his business for the long haul.
Autopilot Case Study _ Jason Strandberg (1)-1

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