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Mike Sefscik joins the show to discuss Riskalyze. Riskalyze is the number one risk alignment platform in the financial services industry.
1:50 - Sam introduces Mike to Outsized Returns
7:40 - How does Riskalyze assist advisors with removing fear from the decision-making process?
11:00 - What is the best way for financial advisors to implement Riskalyze in their practice?
14:00 - How an advisor received 6 referrals during December 2019 due to Riskalyze
18:59 - Mike details how Riskalyze is product agnostic
23:05 - Sam shares how financial advisors receive value from sales representatives
25:05 - Mike describes the need for alternative investments
30:15 - What's the risk number for these companies? (Tesla, Facebook, Southwest Airlines, Realty Income, At&T ) as well as their GPA?
33:49 - The most important question you can ask your financial advisor
36:12 - Where to find Mike? Where to locate Riskalyze?
By Samuel Taylor5
44 ratings
Mike Sefscik joins the show to discuss Riskalyze. Riskalyze is the number one risk alignment platform in the financial services industry.
1:50 - Sam introduces Mike to Outsized Returns
7:40 - How does Riskalyze assist advisors with removing fear from the decision-making process?
11:00 - What is the best way for financial advisors to implement Riskalyze in their practice?
14:00 - How an advisor received 6 referrals during December 2019 due to Riskalyze
18:59 - Mike details how Riskalyze is product agnostic
23:05 - Sam shares how financial advisors receive value from sales representatives
25:05 - Mike describes the need for alternative investments
30:15 - What's the risk number for these companies? (Tesla, Facebook, Southwest Airlines, Realty Income, At&T ) as well as their GPA?
33:49 - The most important question you can ask your financial advisor
36:12 - Where to find Mike? Where to locate Riskalyze?