Join FSI and YCharts as we deep dive into the advanced tools top advisors leverage to enhance long-term client trust, retention, and sustainable firm growth. Here’s what we’ll cover:

• The impact of transforming complex data into clear, engaging talking points that resonate with clients and ensure heightened satisfaction and portfolio alignment.
• Boosting AUM growth through data-driven storytelling and easy-to-understand visuals that drive better client outcomes and fuel firm growth.
• YCharts’ features and tools that proactively address common client questions and concerns to help advisors build trust and deepen client relationships.

Reserve your spot to walk away with insights into the proven strategies and tools that top advisors use to strengthen client relationships, boost growth, and set their firms apart.

**Eligible for 1 hour CE Credit from the CFP Board (US-based only)**

Join Charlie Bilello, Chief Market Strategist at Creative Planning, and YCharts for an exclusive year-end session as he unwraps 2024’s most important lessons for wealth management professionals, from surprising market shifts and economic hurdles to the post-election dynamics that will shape the financial landscape in 2025.

Get an insider’s look at some of Charlie’s top rules, including:

• Value Time over Money
• Don’t Fight the Fed
• Tune Out the Noise

Save your seat to gain practical strategies to confidently navigate clients in the year ahead by leveraging YCharts for enhanced client communication, portfolio analysis, and AUM growth.