Upcoming Webinars

For decades, the most common way that established financial advisors grow is via referrals from their existing clients. As a result, the average financial advisory firm spends just 2% of its revenue on marketing. Yet in practice, it’s not clear whether growing with referrals is really a best practice, or simply the only source of growth that’s left when advisory firms spend on little else to market their services.

In this session, Michael Kitces and YCharts will delve into the latest Kitces Research on what financial advisors are actually doing to successfully market themselves.

You’ll learn:

• The typical cost to acquire new clients and how it varies by marketing channel
• Why some marketing strategies are significantly more scalable than others
• The best approach to determine the right budget for marketing expenses for your advisory firm

The second half of the year rarely gets quieter. Annual reviews fill the calendar, client questions stack up, and the manual work behind every meeting adds up fast. Efficiency is what separates a practice that scales from one that just gets busier.

This 30-minute workshop shows how to build a leaner, more efficient practice in YCharts, using the tools that cut prep time and keep you ready for every client conversation, including the AI Suite for advisors who are interested in AI.

You’ll learn how to:

✅ Speed up investment due diligence with Smart Compare, evaluating funds, models, and securities side by side in seconds

✅ Generate client-ready reports and proposals in a fraction of the time, so polished output never slows you down

✅ Set Alerts on the holdings that matter, so you catch portfolio changes before a client emails about them.

✅ Answer client requests on the spot using Y, YCharts’ AI agent, and Fast Track to pull insights and talking points in real time

Featured Tools: Y, Smart Compare, Reports/Proposals, Alerts