How to Leverage Talking Points to Win New Clients

Talking Points are a great tool for advisors who want to win new business by highlighting specific parts of their portfolio strategy. You can use them to clearly compare your approach to a client’s current portfolio — whether it’s returns, allocation, or risk metrics — and create a focused narrative around why your strategy may be the better fit.

You can build multiple Talking Points based on different client goals and visually show the value you bring. Each Talking Point can be customized using designs like number callouts, donut charts, or simple text boxes — all paired with your own message.

Once created, these Talking Points can be imported into a report using YCharts’ Report Builder. Whether you’re starting from scratch or using a template, it’s easy to plug your Talking Points into a client-ready PDF.