Do Your Clients Know Their Risk Number?
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.
Looking for more top level insights from our partners and other professionals? Check out more Craig Chats here!