A Predictive Analytics Tool to Establish Expertise with your Clients
In our latest Craig Chat, FGM Suite’s CEO talks with Raj Udeshi co-founder of the predictive analytics firm, HiddenLevers. Tools like HiddenLevers are great to use now more than ever since the DoL Fiduciary rule was announced. You can establish expertise with your clients and emphasize your knowledge.
Not only is Raj running one of the most innovative risk analysis engines out there, but he also has some great insights on the state of the market, the role risk is playing in investor attitudes and how advisors can take advantage of risk to communicate to their clients that they are in good hands.
Looking for more top level insights from our partners and other professionals? Check out more Craig Chats here!