Welcome to The Risk Shop. The Risk Store Consulting's open shopping cart where you can instantly purchase a suite of time-saving practice management and communication templates for financial advisory businesses There are discounted bundled [multiple] items available too! - membership is not required.
Every time you have a difficult or complex client situation - for example with beneficiary nomination advice, or how best to resolve an unusual business succession planning puzzle - think of us as either your sounding board, for comfort, or your 'source of truth'! 99% of the time, we can assist. In the other 1% of cases: if we can't, we can put you onto another industry specialist who can.
Consider us as your in-house technical department on-tap. You may not need us for weeks or months, but when you do, you will receive unbiased, succinct guidance on the best approach to resolving your query. That's your brilliant expertise demonstrated to your client.