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You, A Tablet, YCharts,15 Minutes: Return to The Field with New Ways to Win New Business

Wholesalers: are you back on the road again? IN JUST 15 MINUTES, we’ll set you up for success and share how YCharts and your tablet enable better and more productive advisor meetings. We’ll cover:
  • 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
SAVE MY SEAT

 

 

YCharts Webinar with Brittney Castro, CFP®

Brittney Castro, CFP® joins YCharts to share some of her top lead generation tips for financial advisors and planners. In this webinar, we’ll discuss:
  • 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.
SAVE MY SEAT

 


View past webinars:

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

     

 

YCharts Best Practices for Personal Investors

  • Track your investments, macro trends & upcoming events in just a few clicksLeverage pre-built templates to evaluate your portfolio, run comparisons & test hypothetical performance
  • Generate new investment ideas using both qualitative & quantitative filters
  • Deep dive into the fundamental components of a company or fund
  • Illustrate investment ideas on both a macroeconomic & individual security level

    Original Air Date: 3/11/2021

 

3 Ways Advisors Are Using Social Marketing to Increase AUM

Sean Brown (CEO of YCharts) and Samantha Russell (Chief Evangelist at Twenty Over Ten, an FMG Suite Company) will discuss 3 key themes that will help advisors propel their social marketing.

Learn what the top advisors are doing to build their brands and see how the right tools can help make the process quick and efficient.

Original Air Date: 3/11/2021

 

Introducing [NEW!] Custom Securities on YCharts

  • Upload your portfolio histories into YCharts and build presentation materials that present your investment strategy to clients and prospects
  • Create proxies for cash, international stocks, bonds, annuities, delisted securities, and more using Custom Securities
  • Analyze and compare your uploaded Custom Securities using Model Portfolios, Comp Tables, and Fundamental Charts

Original Air Date: 2/25/2021

 

New Year, New Flows: An Asset Manager's Guide to YCharts Fund Flow Reports (Canada)

  • Leverage the YCharts Fund Flow Report to gain an understanding of market trends
  • Visualize fund flows and performance using Comp Tables and Charts
  • Monitor Mutual Fund and ETF data

         Original Air Date: 2/19/2021

 

New Year, New Flows: An Asset Manager's Guide to YCharts Fund Flow Reports (US)

  • Leverage the YCharts Fund Flow Report to gain an understanding of market trends
  • Visualize fund flows and performance using Comp Tables and Charts
  • Monitor Mutual Fund and ETF data

         Original Air Date: 2/19/2021

 

YCharts Econ Summary Deck: Lessons from Q4 2020 to Watch in the New Year

  • Highlight interesting trends and insights from leading and lagging economic indicators
  • Identify which parts of the market and economy have recovered, and which are still below their pre-COVID-19 highs
  • White-label the Economic Summary Deck as your own for presenting to clients and prospects

         Original Air Date: 2/4/2021

 

Dynamic Model Portfolios in Action: Tactical Investment Strategies with Jeff Kilburg & Dan Deming of KKM

  • The process of transferring data from model management software into Dynamic Model Portfolios (DMPs)
  • How unique capabilities of DMPs enable you to dig deeper on model performance and holdings changes
  • Using DMPs and other tools for strategy comparison, creating visuals, and running ad-hoc analysis
         Original Air Date: 1/20/2021

 

Hindsight On 2020: Charts of the Year with Josh Brown

To discuss everything that was 2020, we’ve enlisted the help of Josh Brown to break down the “Charts of the Year.” With charts provided by Charlie Bilello, Tyrone Ross, Lyn Alden and several other advisors, investors and analysts across the industry.

         Original Air Date: 12/14/2020

 

 

Compliance and Efficiency: Fulfill Requirements and Learn Best Practices Using YCharts

  • Leverage portfolio reports featuring industry best practices when communicating your investment strategy to clients and prospects
  • Demonstrate to regulators the steps your team has taken to be compliant and protect your clients’ best interests
  • Access all YCharts tools and features that complement your firm’s compliance efforts
         Original Air Date: 11/18/2020
 

 

YCharts Q3 2020 Econ Deck: Making Sense of GDP Whiplash & Record Growth

  •  Break down the record growth numbers seen in last quarter’s US GDP release and other economic measures
  • Highlight interesting trends in Asset Class Performance and Major Market Indicators
  • Demonstrate how to white-label the Economic Summary Deck as your own for presenting to clients and prospects

         Original Air Date: 11/12/2020

 

[NEW!] Dynamic Model Portfolios: Use Historical Allocation Changes to Accurately Analyze and Present your Investment Strategies

  • Upload your position histories to [NEW!] Dynamic Model Portfolios for more accurate and informative portfolio analysis
  • Effectively communicate your portfolio’s allocation changes using powerful visuals like Custom PDF Reports and Fundamental Charts
  • Measure the positive impact of past decisions to advertise the strengths of your investment strategy and compare alternatives

    Original Air Date: 10/28/2020

 

Earnings in Focus: How to Capture Surprises, Revisions, and New Estimates

  • Harness Wall Street analyst recommendations and recent estimate revisions to aid your research of individual stocks and decision-making
  • View key metrics for companies with upcoming earnings using Quickflows and the [NEW!] “Earnings Radar” template
  • Access Product Release Notes within YCharts and use a newly redesigned menu to sort Model Portfolio & Fund PDF Reports

    Original Air Date: 10/14/2020

 

Lessons from 2020: Rita Cheng & Dasarte Yarnway on the State of Financial Planning and Changes That Are Here to Stay

  • Why Rita and Dasarte started their own financial planning firms, the inspiration behind their entrepreneurial spirit and their advice for advisors who are thinking about launching their own firm
  • Communication strategies Rita and Dasarte have implemented to keep clients focused on long-term financial planning
  • How 2020 has impacted the financial planning profession, including key topics Rita and Dasarte have revisited with clients this year to improve their financial plans

    Original Air Date: 10/07/2020



 

 

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