YCharts University
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As an advisor, every prospect you meet with is holding a portfolio built on a risk framework someone else has given them. Your proposal is the first chance someone can show them how that portfolio has drifted, and what this drift has cost. In the 2020 drawdown, that gap was worth roughly $50,000 on a $1,000,000 portfolio.
That is your opening. When you can show a prospect where their current allocation actually sits, what it would have cost them in a bad quarter, and what a properly aligned portfolio looks like, the proposal stops being a pitch and becomes a correction.
YCharts now builds that entire case in one connected workspace, so you walk into every conversation ready to make recommendations that are relevant, defensible, and easy to explain.
You'll learn how to:
- Build a Proposal that compares a prospect's current holdings next to your recommendation so the case for switching is tangible. Performance, allocation, risk, and holdings, in one document they can take home.
- Uncover all the information needed to build a winning proposal with a customizable risk tolerance questionnaire with scoring and framework you control.
- Expose the gap between that stated risk profile and what they're currently holding, using Risk & Proposal Manager to turn risk into a clear, actionable framework tied to a prospect's financial history and goals.
- Quantify the cost of misalignment, moving the conversation from abstract allocation percentages to dollars the prospect can feel.
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