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Rethinking Advisor Marketing to Generate More Scalable Growth with Michael Kitces

In this session, we delve into the latest Kitces Research to better understand:
  • What financial advisors are actually doing to successfully market themselves
  • The typical cost to acquire new clients and how it varies by marketing channel
  • Why some marketing strategies are significantly more scalable than others
  • The best approach to determine the right budget for marketing expenses for an advisory firm

Thursday, February 3rd at 9:30AM CT/10:30AM EST

SAVE MY SEAT

YCharts Q4 Econ Summary Deck: New Year, New Expectations

In this webinar, the YCharts team will review how to:
  • Communicate trends and insights from leading and lagging economic indicators
  • Identify which areas of the market and economy have recovered, and which are still held back by COVID-19
  • White-label the Economic Summary Deck as your own for presenting to clients and prospects

Thursday, February 10th at 1PM CT/2PM EST

SAVE MY SEAT

 

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View past webinars:

The High Growth Crash — Charting with Charlie Bilello

  • Top charts that summarize important market trends from 2021
  • His analysis of prevailing market conditions as we begin 2022
  • How he uses YCharts data and visuals to make smarter investment decisions

    Original Air Date: 1/26/2022

 

 

YCharts for Advisors: Streamlining Your Investment Research + The NEW! Scatter Plot Tool

  • Automate or accelerate your research process with intuitive tools and pre-built templates
  • Uncover investment opportunities using the YCharts Fund and Stock Screeners
  • Analyze robust market and economic data to position your portfolios for success

    Original Air Date: 12/15/2021

 

 

The Charts that Defined 2021 (+ a pizza smackdown) with Josh Brown

  • A look back at the biggest market trends from 2021
  • Josh’s predictions on where the market will go in 2022
  • Who has the best pizza? A Taste Test of Chicago Deep Dish vs. NYC Thin Crust

    Original Air Date: 12/8/2021

 

 

Is The Stock Market The Economy? Charting with Charlie Bilello

  • Crucial charts that summarize important market trends from November 2021
  • His analysis of prevailing market conditions, and what they mean for investors and advisors
  • How he uses YCharts visuals and data to educate and communicate with his clients and prospects

    Original Air Date: 11/18/2021

 

 

Understanding Market Trends for the New Year: Q3 2021 Econ Summary Deck

  • Communicate trends and insights from leading and lagging economic indicators
  • Identify which areas of the market and economy have recovered, and which are still held back by COVID-19
  • White-label the Economic Summary Deck as your own for presenting to clients and prospects

    Original Air Date: 11/11/2021

 

 

4 Ways to Convert Your Prospects to Clients with Samantha Russell

  • Master the art of the primary and secondary calls to action
  • Implement segmented nurturing to create better communication channels
  • Discover trending topics easily to quickly produce eye-catching visuals
  • Make your clients your best referral source 

    Original Air Date: 11/2/2021

 

 

Can the Equity Bull Market Keep Running in 2022? - with Invesco Distributors, Inc. & YCharts

  • Where ETF investors have been putting their money
  • What we expect from markets in 2022
  • How to guard against valuation and concentration risks

    Original Air Date: 10/28/2021

 

 

Crucial Charts to Know with Charlie Bilello - October 2021

  • Crucial charts that summarize important market trends from October 2021
  • His analysis of prevailing market conditions, and what they mean for investors and advisors
  • How he uses YCharts visuals and data to educate and communicate with his clients and prospects

    Original Air Date: 10/26/2021

 

 

YCharts for Personal Investors: Uncover New Ideas, Manage Your Portfolio & Track the Market

  • Find new investment ideas using the YCharts Stock and ETF Screener, plus automated research templates
  • Build and test hypothetical portfolios to increase returns and optimize your strategy
  • Monitor the market and your investments using dynamic charts and your customizable Dashboard

    Original Air Date: 10/21/2021

 

 

YCharts for Advisors: Building and Presenting Portfolios that Win New Clients

  • Present portfolios and investments to clients or prospects via customizable, FINRA-reviewed reports
  • Fine-tune your investment strategy using automated, high-horsepower research tools
  • Share insights and answer client questions with engaging visuals and data

    Original Air Date: 10/14/2021

 

 

YCharts for Wholesalers: Protecting Advisors from Distributions & Taxes with Data-driven Recommendations

  • Identify funds your prospects own that will likely make large capital gains distributions in Q4
  • Analyze the tax efficiency of advisors’ portfolios and make tailored recommendations
  • Educate your clients about the impact of taxes on fund returns

    Original Air Date: 10/8/2021

 

 

Charlie Bilello’s 5 Charts to Show Your Clients - September 2021

  • Five client-friendly charts that summarize important market trends from September 2021
  • His analysis of prevailing market conditions, and what they mean for investors and advisors
  • How he uses YCharts visuals and data to educate and communicate with his clients and prospects

    Original Air Date: 9/29/2021

 

 

5-Steps to Improve Your Prospecting Using LinkedIn with Brendan Barca

  • Create impactful LinkedIn content to differentiate yourself from competitors
  • Convert online conversations into offline meetings with prospects
  • Land new clients utilizing a step-by-step business building regimen

    Original Air Date: 9/21/2021

 

 

YCharts for Advisor Teams: Collaborating on Client Deliverables to Grow AUM

  • Align their teams in the field around model portfolios and research lists managed by a home/central office
  • Leverage customizable, FINRA-reviewed reports when presenting to clients or prospects
  • Execute a collaborative process for uncovering insights and disseminating collateral throughout the firm

    Original Air Date: 9/16/2021

 

 

Charlie Bilello’s 5 Charts to Show Your Clients - August 2021

  • Five client-friendly charts that summarize important market trends from August 2021
  • His analysis of prevailing market conditions, and what they mean for investors and advisors
  • How he uses YCharts visuals and data to educate and communicate with his clients and prospects

    Original Air Date: 8/24/2021

 

 

YCharts for Wholesalers: Building Competitive Intelligence and Positioning Your Strategies

  • Leverage the monthly YCharts Fund Flow Report for market insights and opportunities
  • Build comp sets and data views that highlight your fund family's strengths vs. competitors
  • Create presentation materials and visuals for externals to share with advisor clients

    Original Air Date: 8/20/2021

 

 

YCharts for Advisors: Streamlining Your Investment Research

  • Automate or accelerate your research process with intuitive tools and pre-built templates
  • Uncover investment opportunities using the YCharts Fund and Stock Screeners
  • Analyze robust market and economic data to position your portfolios for success
  • Research and evaluate stocks using the [NEW!] Company Pages in YCharts

    Original Air Date: 8/19/2021

 

 

Insights from The YCharts Econ Summary Deck: Q2 2021

  • Communicated trends and insights from leading and lagging economic indicators
  • Identified which areas of the market and economy have recovered, and which are still held back by COVID-19
  • White-label the Economic Summary Deck as your own for presenting to clients and prospects

    Original Air Date: 8/4/2021

 

 

Charlie Bilello’s 15 Charts to Show Your Clients - Midway through 2021

  • Fifteen client-friendly charts that summarized important market trends from H1 2021
  • His analysis of prevailing market conditions, and what they meant for investors and advisors
  • How he used YCharts visuals and data to educate and communicate with his clients and prospects

    Original Air Date: 7/27/2021

 

 

YCharts for Wholesalers: Tools to Win AUM Before, During, and After Advisor Meetings

  • Identify prospects based on your competitor funds and prepare for advisor meetings
  • Answer questions and handle objections on-the-fly using visuals and data on a tablet or laptop
  • Maintain momentum after a meeting by leveraging an advisor's asset matrix in YCharts

    Original Air Date: 7/23/2021

 

 

YCharts for Advisors: Building and Presenting Portfolios that Win New Clients

  • Present portfolios and investments to clients or prospects via customizable, FINRA-reviewed reports
  • Fine-tune your investment strategy using automated, high-horsepower research tools
  • Share insights and answer client questions with engaging visuals and data

    Original Air Date: 7/15/2021

 

 

Financial Education as Lead Gen: Why Brittney Castro Gives Away Knowledge to Earn New Business

  • Best practices for marketing content that focuses on financial education & awareness
  • Why sharing free knowledge is an impactful marketing strategy for financial advisors
  • Social media tactics that drive leads to your website and meeting calendar

    Original Air Date: 6/23/2021

 

 

YCharts, Your Tablet & 15 Minutes: Return to The Field with New Ways to Win New Business

  • How to seamlessly drive dynamic conversations with advisors and win new business
  • Time-saving strategies to effectively leverage YCharts on your tablet
  • Visuals, data tables, and other workflows that make an impression during advisor meetings

    Original Air Date: 6/23/2021

 

 

How, What & Why Advisors Should Think About Cryptoassets - with Tyrone Ross

  • Answers to common & burning crypto questions that advisors should be able to answer
  • The pros and cons offered by different avenues to Bitcoin exposure
  • 101-level cryptoasset stats and info, including the blockchain, crypto use cases, performance, and more

    Original Air Date: 6/3/2021

 

 

The Modern Investor's Sandbox: How Nick Maggiulli Builds & Tests Ideas at YCharts

  • Test new investing ideas and compare or contrast them with his current strategies
  • Access and quickly analyze market data, company financials, and economic trends
  • Track his success and tweak his approach to maximize returns

    Original Air Date: 5/27/2021

 

 

A Closer Look at Market-Moving Trends in 2021 - with John Hancock Investment Management & YCharts

  • US Equities: opting for quality and value in an early to mid-cycle environment
  • International Equities: shifting toward quality, growth, and emerging markets
  • Fixed Income: using a risk-managed approach to credit markets

    Original Air Date: 5/13/2021

 

 

YCharts Econ Summary Deck: Q1 Sets The Tone for 2021

  • Communicate about trends and insights from leading and lagging economic indicators
  • Identify which areas of the market and economy have recovered, and which are still held back by COVID-19
  • White-label the Economic Summary Deck as your own for presenting to clients and prospects

Original Air Date: 4/28/2021

 

 

3 Turnkey Solutions to Help Wholesalers Win Asset Flows

  • Quickflows - pre-built workflows that create charts and data tables or run scenario tests using selected fund names or tickers
  • Side-by-Side Reports - PDFs that put your fund and a competitor’s head to head and demonstrate holdings, performance, allocation, exposure differences and more
  • Templates - popular and commonly used analyses via our Fund Screener, Fundamental Charts, and other tools

Original Air Date: 4/8/2021

 

 

How Canadian Advisors Keep Clients Engaged and Grow AUM with YCharts

  • Access and leverage pre-built, Canadian focused chart and data templates
  • Accurately present portfolio performance with [NEW!] Monthly Management Fees
  • Gather insights from YCharts’ Canadian Fund Flow Report and Monthly Canadian Market Wrap to communicate with clients

Original Air Date: 4/7/2021

 

6 Long-Term Market Trends Reversing in 2021

  • Featuring Charlie Bilello, Founder and CEO of Compound Capital Advisors. (@charliebilello) 
  • The trends discussed: Long Duration over Short Duration and Flattening Yield Curve, Large Caps over Small Caps, Stocks over Commodities, US stocks over International stocks, Growth over Value, and Tech over Everything.

    Original Air Date: 4/1/2021

     

 

 

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