Riskalyze empowers advisors with objective insights to share with their clients. It is easy for Riskalyze advisors to earn and maintain the title of a trusted advisor. Many advisors incorporate parts of the Riskalyze analysis into their review meeting agenda. Below is an agenda template. Using a meeting agenda helps advisors document the meeting for compliance purposes, focus the meeting's discussion and builds expectations for the relationship going forward.
Many of the bullet points on the agenda prompt the advisor to walk through or talk through the agenda line item interactively. In some cases, like with the Riskalyze Retirement Mapping feature, it may be most efficient to interactively walk through the tool with clients to watch the calculations change as you change assumptions. Some advisors may walk through stress test examples (interest rates, high inflation, stock market correction, etc.).
During your next client meeting, use Riskalyze as a springboard to discuss risk tolerances, investment objectives, stress tests, future strategies, and any retirement calculations.
The sample agenda template represents a fictitious firm with several example points. If you've already got a process and document in place, excellent! We'd love to hear how you're incorporating Riskalyze into your practice. Otherwise, feel free to use this as an example or outline of how advisors are using Riskalyze and can be adapted in your client meetings.