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

In this webinar, Charlie Bilello of Compound Advisors joins YCharts to discuss:
  • 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
SAVE MY SEAT
   

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

In this webinar, we will review how YCharts enables asset managers to:
  • Identify funds that will likely make large capital gains distributions near the end of the calendar year
  • Analyze the tax efficiency of your advisor partners’ portfolios and make tailored recommendations
  • Educate clients on the impact of taxes on fund returns
SAVE MY SEAT
   

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

In this webinar, we will review how YCharts enables advisors to:
  • 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
SAVE MY SEAT
   

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

In this webinar, we will review how YCharts enables investors to:
  • 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
SAVE MY SEAT

 

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View past webinars:

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

     

 

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

 

 

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