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MarketCounsel Summit Series: Turn Fearful Clients into Fearless Investors with Aaron Klein

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You’re probably familiar with Riskalyze, but have you considered its powerful marketing capabilities?

Riskalyze’s CEO and co-founder, Aaron Klein, is here to explain how this tool could be the differentiator between you and the advisor down the street.

In this episode, Aaron discusses how to use Riskalyze to drive alignment between clients and portfolios—which we all know builds trust between advisors and clients. Tune in and learn more about this powerful client acquisition and retention tool!

Related: It’s Not About Perfection, It’s About Progression – With David Canter

Related: MarketCounsel Summit: “Turning Walls into Curtains” with Brian Hamburger

Resources: Riskalyze

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