In our latest Craig Chat, FMG Suite’s CEO talks with Mike McDaniel of Riskalyze, a risk prediction calculator that lets your clients discover their Risk Number, an objective and quantified portfolio measurement that allows advisors to educate and engage their clients with what is essentially a speed limit for a portfolio.
Riskalyze is the perfect integration for your FMG Suite. Not only will it increase your user engagement on your site it will provide a quantitative method for proving best interest, an important ability since the recent fiduciary decision by the DOL.
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Looking for more top level insights from our partners and other professionals? Check out more Craig Chats here!