Ep #6: Helping Investors Survive and Thrive in a "Risk-First" Decade with Aaron Klein from Riskalyze
Learn how to make investors the hero of their story and invest without fear with Aaron Klein, co-founder and CEO of Riskalyze.
Aaron Klein is the co-founder and CEO of Riskalyze, one of the most popular risk alignment tools in the financial services industry today, whose mission is to empower the world to invest fearlessly by pinpointing an investor’s risk number to build just the right portfolio for every individual. He is also the co-founder of Hope Takes Root, an initiative that is changing the future for orphans and at-risk kids in Ethiopia.
Listen in as Aaron and I discuss how the global pandemic has launched us into a "risk-first" decade, why financial advisors without a risk alignment tool in 2020 are like advisors without computers in 2000, and why using a quantitative approach to risk assessment is superior to a qualitative one. You’ll hear how the Risk Number® can help financial advisors harness investor behavior rather than change it, and his single best piece of advice for making ERISA fiduciaries smarter by getting participants fully bought into their investments. You'll also hear his personal story about international adoption, and what led him and his wife to co-found Hope Takes Root.
