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CEO Session: How Successful Advisors Drive Client Engagement During Volatile Times

Available On Demand

Investing feels broken for the average investor, and subjective risk semantics like “aggressive” and “moderately conservative” don’t help. Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. And Riskalyze, integrated with Redtail CRM, allows advisors to link their Redtail contacts with Riskalyze client profiles, sync their custodial data to Riskalyze, and display a client's Risk Number in Redtail.
Join Redtail CEO Brian McLaughlin and Riskalyze CEO Aaron Klein as they discuss new enhancements to both platforms and show how successful firms have built their tech stack on the Redtail and Riskalyze integration. In addition to getting a sneak peek at upcoming product enhancements, attendees will learn how the powerful integration can:

  • Increase productivity across your firm with enhanced Riskalyze client data and metrics now visible within Redtail.
  • Reduce redundant data entry and back-office tasks with brand new visibility into a client's current portfolio, active proposal, and retirement information.
  • Document fiduciary care with automated client data updates

 Advisors attending the webinar will be eligible to receive a no-cost trial of Riskalyze.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by




Brian McLaughlin
Redtail Technology


Aaron Klein


David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement




TAGS: Resources