RISR Onboarding and Training Call
October 10 @ 10:00 am - 11:00 am
Please join us on Thursday, October 10th @ 10am for a step by step training session on getting started with RISR.
RISR provides the ability for financial advisors to efficiently and accurately analyze and provide data to your small to medium business owner (SMB) clients. You can use RISR to provide the following information to your SMB owner clients:
- Valuation Estimate – Help your clients estimate the current value of their business based on their financial performance and operating practices.
- Growth Opportunities – Identify ways for clients to grow revenue and reduce costs to meet their profitability goals.
- Risk Assessment – Score clients on key risks within their business with recommended mitigation actions that help them prepare for the future.
- Beyond the Numbers – Present a list of recommended next steps across insurance, succession, estate, tax planning, and more to position your services
For more information on GVA’s partnership with RISR, click here