Recorded Webinar
Best Practices

Why Understanding Risk Can Drive Financial Wellness

ABOUT THIS WEBINAR

Join StratiFi and Wealthbox for a previously recorded live webinar to learn about the important role risk plays when advising clients and how CRM can help.

This webinar will cover

  1. 1 What the most important discussions about risk are and when they should be applied.
  2. 2 How different risk factors can promote different outcomes and when advisors should communicate them with clients.
  3. 3 The importance of including risk in decision making and how the integration between StratiFi and Wealthbox can help streamline that process.

SPEAKERS

Akhil Lodha

Akhil Lodha

Founder & CEO

StratiFi

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“We are excited to work with Wealthbox in bringing our mutual best-of-breed technologies together. A CRM system combined with a risk management system creates a very efficient process for advisors to review risks with their clients and prospects. This integration enables advisors to easily offer on-going risk analysis as a key component of their practice.”
Akhil Lodha

Akhil Lodha

CEO of Stratifi

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