Virtual Event

Get Started with RightRisk: Sophisticated Risk Assessment Made Simple by RightCapital

Dec 10, 2024 @ 10 AM PT / 1 PM EST

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Is your risk assessment process still stuck in the past? Modernize your approach with RightRisk, the comprehensive, user-friendly tool from RightCapital designed to simplify sophisticated risk analysis. Whether you are new to the platform or looking to enhance your current processes, this FREE webinar will guide you through everything you need to know to get started and make the most of RightRisk for your clients.

Join Alexus Rogers, Customer Relationship Lead at RightCapital, for a detailed walk-through of the RightRisk tool, where you’ll learn how to:

  • Develop Customized Risk Questionnaires: Create personalized risk assessments that suit each client’s unique financial situation.
  • Understand Risk Visually: Dive into essential visual tools that enhance your clients' understanding of risk, making complex concepts easier to grasp
  • Evaluate Risk Across your Business: Easily manage and analyze risk tolerance for your entire book of business

Don't miss this opportunity to streamline your risk assessment process and enhance your financial planning capabilities with RightRisk! Sign up now for this FREE webinar!

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