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Category: Client Communications

January 3, 2023

How Many Clients Switched Advisors Since 2020?

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August 30, 2022

Ad-Tech Sector Check In…Is Recovery Underway?

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March 30, 2022

Recession Forecasting with Michael Gayed

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February 24, 2022

How Long Does it Take Tech Stocks to Recover From a Crash? with Ben Carlson

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February 22, 2022

Victors of Today’s Market Volatility with Beth Kindig

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July 15, 2021

New on YCharts: Client-Friendly Data Table PDFs

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December 19, 2019

How To Create Better Touchpoints with Clients

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