Scoring: The silver bullet for engaging client meetings

In this webinar, Rick Mida, Partner and Wealth Advisor at Canopy Wealth Management, joins Riskalyze and LifeYield to discuss two of the most complicated meeting topics, risk and tax. You’ll learn:
  • How to simplify the discussion around risk and tax through scoring
  • How Rick uses LifeYield and Riskalyze to engage clients and improve outcomes
  • Practical ways to apply this game-changing playbook to your practice

Your speakers:

Riskalyze Webinar Speakers