Trending
There is an inherent risk to any investment. But selling as soon as you see red won’t increase your clients’ gains.
In this episode, Matt Ackermann is joined by Aaron Klein, co-founder, and CEO of Riskalyze. Aaron discusses how financial advisors deal with investment risk and the impact it has on their clients. He reveals how many advisors discovered the benefits of tools such as Riskalyze during COVID and what it means for the future of investments.
Aaron discusses:
- The role of relationships between clients, advisors, and other advisors
- How Riskalyze transforms fearful investors into long term planners
- How the financial industry has grown in terms of investment risk
- The discovery of new tools for investors during COVID
- And more!
Related: The Critical Superpower of Financial Advisors With Jay Coulter