Tolerisk®, the company that created the most innovative risk tolerance assessment software tool on the market, will attend the T3 Advisor Conference from February 14 to February 17 at the Hyatt Regency Orange County, in Garden Grove, California. This annual conference attracts many of the most respected and renowned financial advisors in the industry, particularly those who are interested in learning more about the latest technology available in their field.
The T3 Advisor Conference is an annual event that lasts for 3 days, providing financial advisors from around the country with an opportunity to learn more about innovative financial technology tools that are available. Conference workshops, an exhibition hall and break-out sessions are available, allowing financial advisors to make the most out of their experience.
Tolerisk® is thrilled to be a sponsor of the 2017 T3 Advisor Conference. You can find Tolerisk® at booth 100/102, where we will be providing financial advisors with in-depth information about our risk tolerance assessment software. You won’t want to miss out on our booth, as we’re hosting a raffle that allows everyone to walk away a winner. The grand prize is a 2-year subscription to Tolerisk® and either an Apple Watch or a Samsung Gear (winner’s choice!), and the second prize is a 1-year subscription to Tolerisk®. Every entry receives a 10-day complimentary subscription to Tolerisk®.
In addition to our informative booth and exciting raffle, our CEO Mark Friedenthal will be hosting a breakout session at the conference at 9:35 a.m. Thursday, February 16. The half-hour session will teach advisors how to incorporate cash-flows into the risk tolerance assessment process, allowing them to improve both analytical value and fiduciary services for their clients. Sign up for this valuable breakout session here!
Tolerisk® is the only risk tolerance assessment software on the market that provides financial advisors with a scientific framework that separately determines the ability and willingness of their clients to take investment. Traditional risk tolerance assessments focus on the client’s personality towards risk without appropriately incorporating their cash-flows into the analysis. With Tolerisk®, advisors can intelligently combine each client’s willingness and ability to take risk in order to create a simple, measurable, and actionable risk directive. Advisors can easily incorporate mortality probabilities so the client will know the likelihood that they’ll outlive their money. This helps advisors validate their clients’ assumptions while providing risk tolerance advice, to make sure both are sound.
We look forward to seeing you at the T3 Advisor Conference and telling you more about our risk tolerance assessment software! However, if you can’t make it to the T3 Advisor Conference in Garden Grove, then you can click here to try Tolerisk® for yourself!