Webinar Replay: Conducting Impactful Client Conversations with Asset-Map and Riskalyze
In this webinar recording, 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 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.