IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.

AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 47

CEO of Riskalyze

CEO of Riskalyze - Technology, Risk, & Stock Market Crashes

Rory and Rob are joined by Aaron Klein, Co-Founder and CEO of Riskalyze, a leading risk assessment platform that serves tens of thousands of financial advisors. In this episode, learn why information and confirmation bias can have a profound effect on how people make decisions about risk. Find out why over the last 25 years, markets very rarely hit their averages and how advisors can use a 95% historical 6-month analytic to help clients make better short-term decisions. Also, listen to what Aaron says about the 2000 Market Crash, 2008 Financial Crisis, and 2020 Pandemic and what advisors can do to build client confidence during these times. Are deeper and richer workflow integrations the future of fintech? Do you want to know two simple questions to gauge someone’s real thoughts and feelings on the market? Find out the answers to these questions and more in this action-packed episode with one of Fintech’s leading voices.

For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here!

Connect on LinkedIn:

Connect with Aaron Klein: https://www.linkedin.com/in/aaronklein/

Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/

Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/

Learn more about Riskalyze:

https://www.riskalyze.com/

Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/

https://wealthmanagementforward.com/

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Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.

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MANAGEMENT FORWARD IS HERE FOR YOU.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

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