Strengthening Client Relationships Through Risk Assessment with Chris Quandt

There is a lot of fear around investing, and this fear holds clients back from reaching their financial goals. If we can find ways to help them move beyond that fear, we can better help them to take control of their financial future. In this episode, Ali and Sanjeev talk with Chris Quandt, Senior Advisor Success Coach at Riskalyze, about how we can optimize our tech stack to enhance efficiency in our practice, how doing so enhances CRM, what a risk number is, and how it connects to investing fearlessly.

Key Takeaways

[06:30] - How risk numbers help clients understand and meet financial goals.

[10:03] - Why risk numbers are a great lead generation tool.

[12:25] - Why a big part of an advisor’s job these days is relationship management.

[16:00] - How a tech stack can directly impact client relationships.

[19:58] - Why technology plays a critical role in generational wealth transfer.