riskalyze

Aaron Klein is the Co-founder and CEO of Riskalyze, a behavioral finance tool. Riskalyze is known for inventing the Risk Number, which powers the world's first Risk Alignment Platform. Their mission is to help financial advisers and individuals evaluate their investments and build better portfolios. It was built on an academic framework that won the Nobel Prize for economics.

Aaron was honored by Investment News as one of the industry’s top 40 Under 40 executives. He has also led Riskalyze to be named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine.

In this episode…

How do you evaluate risk when making financial decisions? How can you react to risk appropriately?

Risk is an essential factor when investing and building a financial portfolio. A risk assessment can give you insight into your investment choices and help you become a better investor, make more informed decisions, and achieve better financial outcomes. Declining a risk assessment can negatively impact your investments.

In this episode of the Pillar6 Podcast, Roman Polnar sits down with Aaron Klein, the Co-founder and CEO of Riskalyze, to discuss why risk assessment is essential when making financial decisions. Aaron talks about his risk assessment framework, tips for long-term investments, and explains how financial advisers can help clients make more informed financial decisions.

Resources Mentioned in this episode

• Pillar6 Advisors
• Roman M. Polnar on LinkedIn
• Riskalyze
• Aaron Klein on LinkedIn
• Aaron Klein on Twitter
• Thinking, Fast and Slow by Daniel Kahneman
• The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers by Ben Horowitz
• "Using Financial Tools To Make Better Financial Decisions With Eric Dunn"

Lori Hardwick is the CEO of Wealth Tech at Red Rock Strategic Partners. With 25 years of experience in the wealth tech industry, Lori is known for her intense passion for continuous improvement on behalf of financial advisors and their firms. She currently serves on several boards, including the Strategic Advisory Board for Genstar Capital, the Board of Directors for Riskalyze, and more.

In 2017, Lori co-founded Advisor Innovation Labs, where she built systems of engagement for financial advisors and their clients. Lori has been recognized as a “Winner in Wealthtech” by Wealth Management Today, a “Woman to Watch” by InvestmentNews, and one of Investment Advisor Magazine’s “25 Most Influential People in the Financial Industry.”

In this episode…

Developing your career comes with its fair share of change, mistakes, and successes. As Lori Hardwick says, it’s all about taking chances and learning what works for you—and what doesn’t. So, how can you continue to grow in your industry after each milestone? What action steps should you take to reach your professional and leadership goals?

Lori has experienced many transitions throughout her career and, as a result, has taken many risks. With 25 years in the industry and experience with a variety of companies, Lori is an expert at navigating change both personally and professionally. Now, as an established leader in her industry, she is here to share her advice on how to learn from your mistakes, take chances, and accelerate your career growth.

In this episode of Level Up, Nick Araco talks with Lori Hardwick, the CEO of Wealth Tech at Red Rock Strategic Partners, about career development in the wealth tech industry. Lori shares the lessons she learned while accelerating her career, her strategies for approaching unforeseen circumstances as a leader, and why taking risks is essential for professional growth. She also reveals her tips for creating impactful change through diversity, leadership, and team engagement. Stay tuned.