About
Alan Cohen brings nearly 40 years of experience to his role as Founding Partner at Spectrum Wealth Partners, a practice affiliated with Concurrent Investment Advisors. Alan specializes in serving high-net-worth families, business owners, and professionals, designing financial plans tailored to their unique goals and circumstances.
Concurrent Investment Advisors is a nationwide financial advisory firm. With over 140 advisors across the U.S., Concurrent provides access to robust operational support, integrated technology, and a collaborative community—all designed to accelerate advisor growth and elevate client service.
Summary
When Alan Cohen left the wirehouse world to build his RIA, he knew differentiation would be everything, and he needed a way to stand out. YCharts became his edge and engine for growth.
In just two years since bringing on YCharts, Alan has nearly doubled his client base and revenue, growing from 75 to 140 households. He credits that success to his prospecting process, which was built around YCharts Proposals.
“I wouldn’t have doubled my client base without YCharts. It’s hands down the smartest investment I’ve made in my tech stack.”
The Challenge
Alan needed to articulate his value clearly, quickly, and convincingly, especially during seminars and first meetings. Prospective clients have a lot of choices, and many often meet with 5-6 advisors before making a decision. Standing out required more than expertise; it demanded tools that could turn insight into impact.
I’ve got a $10M prospect coming in for a closing appointment—and that opportunity wouldn’t exist without YCharts.”
The Solution
Alan anchored his entire prospecting workflow in YCharts. From proposal creation to portfolio comparisons, YCharts helped him and his team cut through the noise and close deals faster.
“It takes hardly any time to get a portfolio up and running. I’ve got a $10M prospect coming in for a closing appointment—and that opportunity wouldn’t exist without YCharts,” Alan shared.
Prospecting at Scale: Alan invests heavily in seminars and radio marketing to consistently fill his pipeline. Every qualified lead receives a custom YCharts Proposal—professionally bound and hand delivered—which immediately sets him apart.Customized Comparisons: Alan zeroes in on underperforming or idle assets, often referred to as “dead money,” and uses YCharts to illustrate how his strategy holds up in turbulent markets. Drawdown visuals and risk/reward charts help prospects see the value clearly and quickly.
Confident Closings: With YCharts, Alan’s proposals do more than inform—they convert. “I’ve had prospects tell me, ‘I met with six other advisors before you, but I’m going with you.’ The reports give me the clarity and confidence to articulate my value, and that’s made a measurable difference in my close rate.”
I’ve had prospects tell me, ‘I met with six other advisors before you, but I’m going with you.’ The reports give me the clarity and confidence to articulate my value, and that’s made a measurable difference in my close rate.”
The Results
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87% growth in client households within two years since adopting YCharts Proposals
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2x revenue growth
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Significant time savings compared workflows on our largest competitor’s platform
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Higher-converting prospect meetings—often winning out against 6+ competing advisors
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Boosted firm valuation ahead of potential private equity events
Alan proudly shared, “YCharts helps me grow my client base today and increases the value of my business tomorrow.”
YCharts helps me grow my client base today and increases the value of my business tomorrow.”
Alan’s Advice:
Invest in your presentation—it pays off. “My whole process—it all starts and ends with YCharts.” Alan emphasizes the importance of showing up with a polished, professional proposal. Every prospect gets a bound, hard copy with a branded cover—because first impressions still close deals.
Discover how real-time model updates, compelling proposals, and repeatable processes can help your team win high-value prospects and grow firm-wide impact.
1. Proposals That Convert
2. Prospecting at Scale
3. Faster, More Confident Closings