Barron’s recently released their list of the Top 100 Financial Advisors.
The ranking is a function of:
Most financial advisors would love to be on the top 100 list, but it’s hard to lay out a concrete path to actually get there. FinTech is democratizing the industry and technology solutions can help financial advisors reach this list. What financial tools and technology have you leveraged that helps put your practice on Barron’s Top 100 radar?
While Tolerisk® is a risk tolerance assessment tool, the technology also helps financial advisors with each of these ranking elements:
Contact us today for more information on our innovative and valuable risk tolerance assessment tool.