Upcoming Webinars

With new technology, investing has become more accessible than ever, and online forums are now a primary source of investment advice for younger generations. To win and keep business with these modern investors, LPL advisors have to move fast, clearly communicate how they’re putting clients’ money to work, and lead with visuals that easily convey the “why?” behind their proposals.

This 30-minute workshop shows LPL advisors how to win over the new generation of investors by building efficient proposal and portfolio workflows, researching the best investments to match client priorities, and communicating financial plans with ready-to-use comparative charts.

You’ll learn how to:

✅ Prove the value of your advice with easily digestible visuals that convey the importance of investing in established markets against their newer counterparts.

✅ Build LPL-approved proposals and prospect portfolios before your competitors, working directly through the ClientWorks integration.

✅ Cut out manual research and document entry with the YCharts AI suite, uncovering funds that match client priorities in a fraction of the time.

In uncertain markets, fixed income is often the first place advisors and investors turn to for stability. Understanding these alternative investment options and clearly communicating how fixed income can stabilize a client’s portfolio is key to helping investors ride out these ups and downs.

When markets are volatile, the advisors who can move quickly and confidently, backed by comprehensive, multi-asset data, are the ones who serve their clients best. Learning how to utilize expanded data on YCharts supports both better portfolio decisions and stronger client relationships.

You’ll learn how to:

• Communicate the value of investing in fixed income versus keeping investments to just funds and ETFs with Scenarios in YCharts.
• Pick the best fixed income securities or alternatives with Y based on a client’s current investments and risk profile.

Featured tools: Bond Data, Y, Scenarios