Why Advisors Choose Pocket Risk…

Cj baxter 69485e23bcc2579e96dddbf85be7b32b158f5a84906e64098c1cc51f5f917ce6

“Pocket Risk is a fantastic tool that has become a key component of our discovery process with clients. I came across Pocket Risk after using a similar online risk questionnaire that just didn’t consistently represent the client’s true risk tolerance.

It’s been a relief to find a tool that I have confidence in, and is so simple for the client to use.”

C.J. Baxter, CFP®, Merit Wealth Management

How Firms Get $10,250 In Value Per Advisor, When Using Pocket Risk

Task Practical Value Financial Value Life Value
Compliance Avoid regulator fines and sanctions
Avoid client lawsuits
Protect your reputation
Your business, reputation and years of work

Value = $100,000s to Millions
Sleep well at night
Accurate Risk Profiling And Financial Planning Recommending the right investments
for your clients
Saves you losing at least one client a year

Value = $3,000+
Do the best for your clients
Client Acquisition Use risk profile questionnaire to show prospects how they are invested wrong and how you can get them on track Gets you at least one client a year

Value = $3,000+
Increase your income
On-Boarding Efficiency Save at least 30 minutes a week dealing with paper/excel questionnaires and KYC admin Save dozens of hours a year

Value = $4,250+
Stop feeling frustrated
Total Less compliance risk
More happy clients
Less administrative hassle
Total Value = $10,000s to Millions

Pocket Risk starts at $59 a month
Easier and more productive life
Gene kowalski ba44b49298889e605c04b404093fc95a72080d1fca3f3778d9ffd6b579afb372

“I recommend it highly, mostly because it accurately measures my clients' ability to tolerate market risks.”

Gene Kowalski, Solitude Financial Services