See it in action Sign In

How RIAs Can Use Technology To Leverage Their Strengths And Mitigate Their Weaknesses

Posted by John Prendergast

1 min Read

In this Episode

Live From RIA Summit 2022 with Aaron Klein, Co-Founder and CEO of Riskalyze.

Aaron joined John Prendergast and Mike Langford for an expansive conversation about the inflection points that lead to the innovations advisors rely on today and those that are set to propel the innovations of the future.

Aaron also shared some details about the plans for rebranding Riskalyze as the company looks to grow beyond the perception that they are only “risk tolerance questionnaire” provider.

Also mentioned in this episode is a conversation John and Mike had with Kieran Bol from PriceMetrix by McKinsey on the company’s study that echoed Aaron’s comments about the lack of growth for most of today’s financial advisors.

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

Live From RIA Summit 2022 With Jeff Benjamin and Chuck Failla