Live Webinar: Asset-Map and Riskalyze - Conducting Impactful Client Conversations
What are the secrets to conducting impactful advisory conversations from your home or in person?
Hear from Shane Hall, Financial Planner at Shane Hall Financial, who is using both Asset-Map and Riskalyze on strategies for leveraging the integration to boost engagement and help clients more easily take part in the risk and advice conversation.
Leaders from both Asset-Map and Riskalyze will also share best practices for using the two platforms together to overlay risk scores and analysis across two vital pieces of an advisor's technology solution.