Riskalyze
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Welcome to Riskalyze! Capturing Risk Numbers Analyzing Portfolios Assessing Goals Going Deeper

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Last time, we talked about assessing goals. In this short video, we’ll talk about:

  • Capturing leads with the Risk Number

Capturing Leads with the Risk Number - video

For more information about the Lead Generation Questionnaire, here's a great article to read:

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Remember, we're here to help! You can explore the Knowledge Base, or just hit reply to email us.

— Riskalyze Support Team

Riskalyze is such a great tool. I'm new to using it in my practice, and already can't imagine running my business without it -- Jeff, Advisor in California