Investment Masterminds

– Episode 3 –

Strengthen Prospect and Client Engagements

Guest: Todd Johnson from Riskalyze

 

Todd Johnson, Director of Channel Alliances at Riskalyze, will discuss how elite advisors overcome obstacles, strengthen existing client relationships, and attract high net worth prospects.

 

What you can expect from this webcast:

1) Ideas to simplify your value proposition

2) Navigation of Riskalyze systems and tools

3) How to potentially access Riskalyze for little to no cost

 

This webcast is dedicated to helping advisors grow, scale, and systematize your business. Whether you are currently using Riskalyze, interested in learning about the platform, or would like access to some of the complimentary ideas they offer, this session can help you!

 

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