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YCharts webinar graphic promoting “NEW! Bond Data on YCharts: How Top Advisors Are Using It.” The left side features the webinar title in bold black and blue text, while the right side displays a blue YCharts University badge with a stylized chart and data visualization icon. The design uses blue and white gradients with subtle finance-related icons in the background.

YCharts’ New Bond Data & How Top Advisors Are Using It

Join us to discuss:

 

With Q3 reviews wrapping up, markets shifting, and holiday spending ahead, October is the time to refresh planning conversations and position portfolios for what’s next. In this workshop, we’ll show you how top teams turn October’s opportunities into client wins while scaling efficiency across their practice.

You’ll learn how to:

  • Build and adjust Model Portfolios with our (new!) Bond Data, giving your entire team consistent strategies to apply across clients.
  • Use Comp/Timeseries Tables to surface Q3 performance trends and streamline quarterly reviews.
  • Deliver polished Reports & Proposals that ensure consistent, client-ready messaging across teams to free up time for growth-focused work.

 

Featured Tools: Model Portfolios, Bond Data, Comp/Timeseries Tables, Reports & Proposals

Tuesday, October 21, 2025
12:30PM ET/11:30AM CT
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