YourStake

Personalization isn't just a buzzword—it's essential for financial advisors who are looking to differentiate and attract the next generation of clients. But how can you deliver this added value without overwhelming your workflow? Join industry leaders, Broadridge Wealth Management and YourStake for a live webinar this Wednesday: "Values-Based Investing: The Future of Client Engagement" 🗓 Wednesday, August 14, 1:00 PM ET In this session, you'll uncover: - The fundamentals of values-based investing and its rising importance in wealth Management - How to leverage Broadridge's new tool to create hyper-personalized investment strategies - Strategies for using values-based insights to enhance client engagement and retention 👉Register Here: https://lnkd.in/dC7aix4E

Building a repeatable process around how you acquire clients is imperative to growth. Here is one we see most often: Values Discovery: Determine what values are most important to your client Risk Assessment: Efficiently evaluate a client's risk score Statement Extraction: Seamlessly extract statement information using our OCR technology Portfolio Analysis: Visualize a comparison of where a client is currently and where the main areas of concern are Proposal Generation: Package up a client-ready report in minutes, building a clear plan and path for financial success This repeatable process helps convert prospects and fuels practice growth by matching investments to client values and risk profiles while making you shine in front of your new client. To see this path in action, we're running a webinar with Broadridge on August 14th at 1pm ET. You'll discover: - Fundamentals of values-based investing and its critical role in wealth management - How to leverage Broadridge's new tool for hyper-personalized investment strategies - Strategies to enhance client engagement and retention using values-based insights - The Broadridge-YourStake partnership bringing values-based investing to all practices Register today: https://lnkd.in/dC7aix4E

In today's competitive financial landscape, personalization is not just a trend—it's a necessity. Join us for our webinar with YourStake to discover how we can help you to deliver tailored, values-based portfolios at scale, and seamlessly integrate these strategies into your daily workflow. Together we will discuss: - The fundamentals of values-based investing - Leveraging our advanced tool for hyper-personalization strategies - Enhancing client engagement and retention through values-based insights Secure your spot now. http://spklr.io/6043sOB9

We're excited to be headed out to the Garrett Planning Network, Inc. retreat tomorrow in Colorado! Our Director of Business Development, Robyn Wood will be talking with Garrett Planning members on how to leverage the suite of YourStake solutions to deliver personalization to their clients, deliver insights faster than ever with AI, and build bespoke portfolios through Direct Indexing. Be sure to see the "how I use it" session with Gordon Achtermann, CFP®, MBA, CSRIC®, where they'll share their pro tips to getting the most out of their subscription to power growth. We are excited to see you there and be sure to say hi!

⏰ Be sure to join us at 2 pm ET today for a webinar with Anasova focused on flattening your sales funnel to spend less time nurturing prospects and more time closing them. See a preview of what we'll cover in today's session below and be sure to register if you haven't already! This event has got it all, Elvis references, AI, and ways to power growth to achieve your goals in 2024! https://lnkd.in/eS3N9h67

We are pleased to have Gabe Rissman, our co-founder highlighted in this recent Pensions & Investments article on the impact AI is bringing to ESG data and values-driven investing. Read it below! https://lnkd.in/ekXpcBPw

We're excited to share two upcoming webinars this August that we believe will add real value to your practice. The first explores how AI can streamline your sales process, while the second delves into values-based investing for better client relationships. Hope to see you there! August 7 at 2pm ET: Flattening the Sales Funnel: Leverage AI to Close Prospects in Two Emails with Tom Anderson from Anasova Register today --> https://lnkd.in/ew53fH3g August 14 1pm ET: Values-Based Investing: The Future of Client Engagement with Paul Camuto of Broadridge. Register Here --> https://lnkd.in/dC7aix4E

Transform your mid-year reviews into focused, data-driven sessions that demonstrate your value, now faster using Advisor Core! We've built a guide to walk through 4 essential ways you can utilize the AI-empowered solution to deliver portfolio-driven, personalized insights for you and your clients. Download the guide here --> https://lnkd.in/eK3xquBy

Say Goodbye to 14-Step Email Sequences! Join us next week for a webinar to learn how to grow your practice through Anasova Leads and Proposal Generation from YourStake. Flattening the Sales Funnel: Use AI to Close Prospects in Two Emails 📆 August 7, 2024 | ⏰ 2:00 PM ET In this transformative session, you'll discover: 1️⃣ Why traditional lead nurturing is holding you back 2️⃣ How to use Anasova's sales intelligence to target your ideal prospects 3️⃣ The power of YourStake's AI-driven proposal generation 4️⃣ A step-by-step guide to closing deals in just two emails Speakers: • Tom Anderson (Anasova) • Gabe Rissman (YourStake) Don't miss this opportunity to revolutionize your advisory practice. Register now and discover how to source and close leads faster, smarter, and more effectively than ever before. Register Here: https://lnkd.in/ew53fH3g

As we venture into the second half of 2024, we're witnessing a fascinating evolution in financial advisory practices. Our July newsletter delves into a crucial question: How are the most successful advisors leveraging new technologies to enhance their unique strengths and deepen client relationships? We invite you to explore: Our partnership with Broadridge Wealth Management, integrating values-based investing into their platform. Insights from our co-founder Gabe Rissman on AI's role in M&A. Join us for two can't miss webinars coming in August: August 7: Flattening the Sales Funnel: Leverage AI to Close Prospects in Two Emails with Tom Anderson from Anasova Register today --> https://lnkd.in/ew53fH3g August 14: Values-Based Investing: The Future of Client Engagement with Paul Camuto of Broadridge. Save your spot --> https://lnkd.in/dC7aix4E Finally, some of you might have seen some changes within Advisor Core. Your feedback continues to be our guide to developing the next evolution of statement extraction, portfolio analysis, proposal generation, and more. Read it all below! #FinancialAdvisors #WealthTech #AdvisorEvolution