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Episode 15 – A Behind-the-Scenes Look at How Alpha Advisory Monitors Portfolios to Help You Retire Smarter –– With Nick Heinrich

At CRIS Financial, we have a deep bench of professionals that help you plan for your ideal retirement.

In this episode, Jim Donewald talks to Nick Heinrich, a financial planning director at Advisory Alpha, about how his team brings additional depth and infrastructure to support client portfolios at CRIS Financial. You will get rare insight into what Nick and his team look for when reviewing client portfolios, especially in the wake of market volatility and corrections. 

You will learn:

  • The perks of being a client of a smaller financial organization 
  • The features and benefits of asset lock
  • How market volatility and corrections may have impacted your portfolio
  • Unique solutions offered by Advisory Alpha
  • And more!


CRIS Financial | John Glowacz | Jim Donewald | Nick Heinrich | Advisory Alpha