Halloween is right around the corner and it’s the time of year where everything gets a little spookier, including the markets.

One way of ensuring clients feel confident about their investments and less eerie of the markets is by providing a tool like Riskalyze.

This week we have our very first guest, a fellow Gen Xer, Chris Quandt. He is the Success Enablement Manager at Riskalyze, and he joins Will to talk about the risk alignment platform, and why advisors and clients should be using it to invest more efficiently.

Chris discusses:

• What Riskalyze is and how it helps measure risk tolerance 
  
• How taking risks with your finances can be scarier than any 80’s horror film
  
• Why every Gen Xer should know their risk number
  
• His favorite childhood Halloween memories 
  
• And more
  

Resources:

• Hoffman Wealth Management: Riskalyze 
  
• Fearless Investing Summit 
  

Connect with Chris Quandt:

• LinkedIn: Chris Quandt 
  
• Cquandt@riskalzye.com  
  

Connect with Will Hoffman: 

• Hoffman Wealth Management
  
• (724) 522-5411
  
• will@hoffmanwealth.com
  
• LinkedIn: Will Hoffman 
  
• Facebook: Hoffman Wealth Management 
  

About Our Guest:

Chris Quandt is the Success Enablement Manager at Riskalyze. He has served on both the Marketing and Advisor Success team. As a success coach, Chris delights in helping advisors understand how Riskalyze can help them grow their business, retain clients, and show best interest.

About Our Host: 

Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Chris Quandt and Riskalyze are not affiliated with or endorsed by LPL Financial, Private Advisor Group, or Hoffman Wealth Management.