For Advisors By Advisors Interview with Chris Quandt, Success Enablement Manager, Riskalyze - Assessing Risk with Riskalyze

For Advisors By Advisors
05/10/2022 31 min Temporada 1 Episodio 18
For Advisors By Advisors Interview with Chris Quandt, Success Enablement Manager, Riskalyze - Assessing Risk with Riskalyze

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Episode Synopsis

In this episode, we talk with Chris Quandt, Success Enablement Manager of Riskalyze.   Riskalyze is a great software that allows for advisors and clients to determine risk tolerance while making sure their investment allocation matches.  We talked about the client questionnaire along with the interworking’s of how to use with clients.  We also talked about their formula for analyzing portfolios and how to match up portfolios to a client’s risk appetite.  We spoke about the growth of Riskalyze and where the company is going next.  Chris walks up through the idea in 2011 to where they are today!  Check it out!! Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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