The annual Riskalyze Fearless Investing Summit starts today! We are so excited to be involved while hearing from some of the brightest minds in the industry. This is Riskalyze’s annual conference, and financial advisors are given the unique opportunity to meet in a beautiful location while learning about new tools and ideas from some of the top thought leaders.

Over 700 investment professionals from all over the country will be gathering to discuss the latest developments in financial advice and technology. With over 70 breakout sessions, the topics being discussed will cover marketing, driving client engagement, integrating your tech stack and much more. 

Every year, the number one topic discussed at advisor conferences around the country seems to be marketing, so this panel of marketing experts is sure to impress! They will be discussing a wide-range of topics including:

  • How to build a marketing strategy
  • Content creation and approach
  • Identifying your ideal client persona 
  • And much more!

And our very own Chief Marketing and Experience Officer, Susan Theder will be speaking on Thursday, September 30 at 10 AM, to discuss “Modern PR and Marketing for Advisors.” 

Susan has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She will have a lot of great insight to provide and will be speaking alongside Nina O’Neal, Financial Advisor of Archer Investment Management and Abby Salameh, CMO of Free Agent. The panel will be moderated by Tyrone Ross, CEO of Onramp Invest. 

Learn more about the agenda and the other speakers as they touch on a wide range of topics. 

With in-person conferences cancelled last year, we are more excited than ever for this year’s Fearless Investing Summit. It is set to be one of the best ones yet, and we cannot wait. To find out more, be sure to check out the link right here.