Summer Check-ins That Strengthen Client Confidence
Midyear is prime for check-ins that go beyond performance, especially when it comes to tax-aware planning and investment alignment. Use our Midyear Goal Alignment Checklist to position yourself as a strategic partner and uncover new opportunities that build client confidence.
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Resources to Elevate Your Strategy
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5 Conversations That Turn Summer Into a Planning Session 
For financial advisors, the midyear mark is more than a date on the calendar; it’s a strategic window and a chance to reset expectations, reassess financial plans, and deepen client relationships. Clients are more relaxed, open to dialogue, and looking ahead. 
Structure Prospect Meetings to Improve Engagement and Close More Clients
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Structure Prospect Meetings to Close More Clients 
Financial advisors face a common challenge in prospect meetings: converting initial conversations into long-term client relationships. Between explaining market conditions, understanding prospect goals, presenting investment strategies, and addressing concerns about portfolio transitions, these meetings can easily become unfocused and ineffective. 
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SLIDE DECK
Helping Clients Navigate the Big Beautiful Bill
Though many of the provisions contained in The One Big Beautiful Bill Act (“OBBBA”) of 2025 don’t kick in until at least 2026, the second half of the year is a crucial time for advisors to start planning for how the nearly 1,000-page Congressional act will affect clients’ financial plans.
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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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