Quantitatively Pinpoint Risk. Our patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the
Nobel Prize for Economics.
Built Portfolios that Fit. Engineer the risk in a portfolio to fit your client’s unique and individual risk preferences and meet their expectations with a 95% mathematical confidence.
Expose Risk & Win Clients. Show your prospective clients that they are invested outside of their true risk preference. With the numbers on your side, you’ll have the upper hand to easily win client trust.
Main Bullet points:
In an era of fee compression and smaller margins, advisors are looking for new ways to increase revenue and win new plans. Effective participant education can create a win-win scenario: improving participant outcomes and satisfying the plan sponsor while increasing your revenue. Sound too good to be true?
Edward Dressel / President, Retire Ready Solutions
2017-11-15 7:00:002017-11-16 17:00:00America/PhoenixFinancial Advisor SeminarGain valuable information for your financial practice. More information http://recruitingservicesofarizona.com/conference-schedule/ASU SkySong 1, Scottsdale, AZR.S.A.LVandervoort@cox.net