Elite Advisor Group

• Opening Payroll Slots, an Interview with Erik Neville
• Building an Education Campaign, an Interview with Amy Simonson
• Webinar: Student Loan Forgiveness & CARES Act Stimulus Bill
• 7 Harsh Truths that will Improve Your Leadership Skills Overnight, by Lee Ellis
  Teachers Are Getting Schooled on Retirement (2020)

MyFinancialAnswers Training Video
Calendar: Schedule a Call with CEO Pitts

Riskalyze Boot Camp Tour
Video #1: The Power of Risk Alignment: Riskalyze 1.0
Video #2: Proposed Portfolios and Retirement Map
Video #3: Marketing & Lead Generation
Case Studies: Powerful Stories of Fearless Investing - Growing Your Business Series
Case Studies: Powerful Stories of Fearless Investing- Lead Generation

Recent market volatility has thrown a curveball to many investors and highlights the importance of financial advisors’ work — especially during times of turbulence. During this time, we recognize flexibility is more important than ever. Riskalyze has a wealth of resources to help you navigate client expectations in the midst of the COVID-19 disruption including:

1.Book Complimentary 1:1 Coaching with our Success Team
2. Use Riskalyze Meetings to Securely Engage with Your Clients Virtually
3.Take a Quick Client Pulse Check with Riskalyze Check-ins
4.Review Volatility Notes from our CIO
5.Read our Managing Client Expectations Whitepaper