How Advisors Can Turn Life Events Into Lifetime Clients
Life’s biggest moments are when advisors make the greatest impact. Download the Advisor Value Checklist to identify opportunities during career changes, marriages, and inheritances. Demonstrate your value beyond portfolio management and strengthen relationships that last generations.
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Be the Advisor Families Turn to in Times of Change
Social Blog Cards 2024 (11)
WHITE  PAPER
Why 80% of Heirs Walk Away From Their Parents’ Advisor
This white paper equips financial advisors and planners with insights into the Great Wealth Transfer, uncovering why most heirs change advisors and how proactive engagement can build trust and retention across generations.

Structure Prospect Meetings to Improve Engagement and Close More Clients
GUIDE
Facilitating Multigenerational Financial Conversations
Financial plans are more effective when the whole household is aligned. As families grow and priorities change, financial plans often become more complex. Advisors have an opportunity to create clarity by starting conversations that include everyone the plan is meant to support.

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BLOG
Bridging the Generational Gap Between Advisors and Investors
A growing disconnect exists between advisors and the next generation of investors. Younger clients think, communicate, and invest differently, yet many still feel misunderstood by the financial professionals who hope to serve them.
 
NEW!
Strengthen the Legacy with Household-Level Strategy
Midyear is a strategic window for advisors to reset, reframe, and deepen client relationships. YCharts Household Portfolios bring clarity to complex account structures, helping you spot misalignments and guide smarter investment decisions. Use built-in Transition Analysis to model tax-aware changes across a household and deliver advice that supports long-term goals and helps families plan with confidence across generations.
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How YCharts Helps You Win
  • Proposal Tool: Create mid-year strategy reviews tailored to households

  • Holdings & Fundamental Charts: Reframe portfolio performance with visuals

  • Scenarios Tool: Support allocation shifts with side-by-side comparisons

  • Report Builder: Package recommendations in polished, client-ready PDFs
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