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, 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 will show you 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 out prospect portfolios and proposals before your competitors utilizing YCharts’ Quick extract to cut out manual document entry.

✅ Reflect client priorities in their investments by filtering and uncovering funds that combine performance with purpose in Fund Screener.

Featured tools: Fund Screener, Quick Extract, Y, Fundamental Charts, Proposals

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.