Resources
Access webinars, blogs, white papers, slide decks, how-to videos & other tailored financial advisor resources to elevate your game and share with clients.
Upcoming Webinars
Samantha Russell, Chief Evangelist of FMG, joins Sean Brown, CEO of YCharts, to discuss insights from our latest client communication survey, including:
- Improving your client communication to capture more AUM.
- Strategies for navigating the evolving landscape of client communication expectations amidst ongoing market shifts.
- Actionable best-in-class financial advisor communication strategies to improve client retention strategies and generate referrals.
- Key insights from YCharts’ latest research to empower you in crafting a tailored, client-focused communication approach.
YCharts University
Every week we review a handful of powerful workflows to help you get the most from YCharts!
Monthly Skill Sessions
Each month our team reviews top use cases & best practices for one tool on the YCharts platform.
Blog
Decks & White Papers
Sharable slide decks and in-depth research to help answer the questions your clients are asking2024 Advisor – Client Communication Survey
Involving nearly 800 clients of financial advisors, this survey uncovers what & how clients want to hear from their advisors and provides communication best practices that advisors can implement to achieve higher retention rates.
The Best Performing ETFs of 2023
Compare top Equity and Fixed Income ETF strategies with customizable screens, tables, and charts.
The Top 10 Visuals for Clients and Prospects
This free deck is filled with insightful visuals that illustrate key investing concepts for clients and prospects, arming advisors with another resource for AUM growth and retention.
View Past Webinars and Product Demos on our YouTube Channel
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