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How successful advisors drive client engagement during volatile times

Investing feels broken to the average investor, and subjective risk semantics like “aggressive” and “moderately conservative” don’t help. Risklys empowers investment advisors to capture a quantitative measure of client risk tolerance and use that data to measure suitability, winning new clients, meeting expectations, and more. and RiskLize, integrated with RedTel CRM, allows advisors to link their RedTel contacts with the ReSkalize Client Profile, sync their custodial data to ReSkalize, and display the risk numbers of clients in RedTel.

Join RedTel CEO Brian McLaughlin and RiskLease CEO Aaron Klein as they discuss new enhancements to both platforms and show how successful firms have built their technology stacks on RedTel and RiskLize integration. In addition to getting a glimpse at upcoming product enhancements, attendees will learn how powerful integrations can be:

  • Increase productivity at your firm with advanced risk client data and metrics now visible within RedTel.
  • Reduce unnecessary data entry and back-office tasks with brand new visibility into a client’s current portfolio, proactive offer and retirement information.
  • Document fiduciary care with automatic client data updates

Consultants participating in the webinar will be eligible to receive a no-cost trial of RiskLease.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.

sponsored by

Brian McLaughlin
redtail technology

Aaron Klein
To take risk

David Armstrong – Host
Editor-in-Chief and Executive Director of Content and User Engagement

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