At 401K Study Group, we’re always focused on how we can make our members more successful. Today,
we’re excited to announce a new partnership with Riskalyze designed to help you grow and protect your
Riskalyze is an all-in-one business development, proposal and risk management system that is helping
• Win New Clients. Riskalyze turns a prospective client’s existing statement into the greatest sales tool
you’ve ever seen. “It’s the cornerstone of my process for attracting new clients,” says advisor John
Buerger in California.
• Capture and Meet Expectations. Riskalyze quantitatively captures client expectations, making it
simple to build a portfolio with a 95% mathematical probability of delivering on them. “It’s
transformed how we interact with our clients,” says advisor John Creekmur in Illinois.
• Quantify Suitability. Riskalyze scientifically matches your clients with your closest model portfolio,
increasing client satisfaction and strengthening your compliance documentation. “Allows me to make
recommendations rooted in data, not feelings and hunches,” says advisor Josh Brown in New York.
In fact, Riskalyze was just named as one of the Top 10 Most Innovative Companies in Finance by Fast
Company Magazine. 401K Study Group has partnered with Riskalyze to bring you a great discount on this set
of tools to help you build and protect your practice.
Join us for a 20-30 minute online event to see exactly how they are helping advisors like you grow their
assets under management — both by attracting new clients, and by keeping your existing clients retained
and fully invested.
You can RSVP for a date and time of your choice here: http://www.riskalyze.com/lp/401ksg