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YourStake
เข้าร่วมเมื่อ 2 มี.ค. 2022
YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.
Values to Value-Add | Direct Indexing Webinar for Financial Advisors | Values Based Investing
Discover the Values-Aligned Direct Index Solution: www.yourstake.org/product-tours/personalized-direct-indexing
"Values to Value-Add: One Advisor's Journey with VADIS" - an interactive and workflow-oriented session where Ken Silva-Ballard, CSRIC, IAR with First Affirmative, and Robyn Wood from YourStake will share their strategies for implementing values-aligned investing for clients through the Values Aligned Direct Index Solution (VADIS)
In this interactive webinar, you'll discover:
Proven approaches for introducing values-aligned investing to prospects and clients
Real client stories showcasing VADIS adaptation across different portfolio sizes and values
Practical solutions for tax management and client onboarding
Live demonstration of enhanced portfolio analysis and reporting tools
Actionable strategies to differentiate your practice using VADIS capabilities
Don't miss this opportunity to learn how combining personalized portfolios, active ownership, and compelling storytelling can strengthen client relationships and drive practice growth!
"Values to Value-Add: One Advisor's Journey with VADIS" - an interactive and workflow-oriented session where Ken Silva-Ballard, CSRIC, IAR with First Affirmative, and Robyn Wood from YourStake will share their strategies for implementing values-aligned investing for clients through the Values Aligned Direct Index Solution (VADIS)
In this interactive webinar, you'll discover:
Proven approaches for introducing values-aligned investing to prospects and clients
Real client stories showcasing VADIS adaptation across different portfolio sizes and values
Practical solutions for tax management and client onboarding
Live demonstration of enhanced portfolio analysis and reporting tools
Actionable strategies to differentiate your practice using VADIS capabilities
Don't miss this opportunity to learn how combining personalized portfolios, active ownership, and compelling storytelling can strengthen client relationships and drive practice growth!
มุมมอง: 42
วีดีโอ
Advisor Core: New Investment Proposal Features for Financial Advisors Asset Location & Tax Analysis
มุมมอง 2421 วันที่ผ่านมา
Discover Advisor Core: www.yourstake.org/advisor-core/portfolio-analysis-and-proposal-generation Explore the latest updates to Advisor Core, the comprehensive investment proposal platform built for financial advisors. Join Robyn Wood in this Power Hour session demonstrating powerful new Advisor Core features including: Asset location analytics that compare holdings across account types Advanced...
Advisor Core 2025 Updates: Asset Location, Tax Transition, and more
มุมมอง 35หลายเดือนก่อน
Learn about the new updates to the Advisor Core platform starting off in 2025 with the goal of providing comprehensive and personalized portfolio analysis to your clients so you're able to give the best advice at the right time. Get brokerage statement extraction, personalized portfolio analysis, and custom proposals all in one solution. Discover Advisor Core: www.yourstake.org/advisor-core/por...
How Financial Advisors Use AI Note Taking: New In-Person + Virtual Meeting Feature
มุมมอง 24หลายเดือนก่อน
Check out the latest updates to YourStake's AI Meeting Assistant! Learn more here: www.yourstake.org/product-tours/ai-note-taker We've enhanced our platform with new recording options and improved meeting management features to make your client meetings even more efficient. 🎯 New Features Overview: Record directly from the app on your phone or laptop Add AI assistance to any Zoom or calendar me...
AI Advisor Power Hour | AI Note Taker, Advisor Core, Portfolio Analytics, Document Extraction
มุมมอง 109หลายเดือนก่อน
Discover our AI Note Taker and Meeting Assistant: www.yourstake.org/esguniversity/ai-meeting-notes-more-time-for-what-matters How often have you opened your note-taking app, reloaded your portfolio analytics software, checked an outdated client risk profile, flipped through your notebook, searched your Rolodex, and hunted for that elusive post-it note you're just sure you didn't throw away yet,...
AI Meeting Assistant for Financial Advisors - YourStake overview
มุมมอง 1012 หลายเดือนก่อน
Overview of YourStake's AI Meeting Assistant for Financial Advisors. Advisor-friendly AI-generated meeting notes, a smart task list, financial planning and compliance data, and client recap emails. CRM integrations with Redtail, Wealthbox, and meeting integrations with Zoom, Cisco, Google Meet, Teams, and more. Generate notes and clear next steps to assign tasks to you or your team effortlessly...
Tax Transition Overview in Advisor Core
มุมมอง 233 หลายเดือนก่อน
YourStake Launches Tax Transition Analysis in Advisor Core Key capabilities for advisors: 1. Instant tax impact visualization for entire portfolio transitions 2. Custom transition timelines based on client tax budgets 3. Download the trade list for fast transitions 3. Automated proposal generation for prospect conversations 4. Seamless integration with existing Advisor Core features "What once ...
Values-Based Investing: The Future of Client Engagement
มุมมอง 715 หลายเดือนก่อน
Learn more about YourStake: www.yourstake.org/ 87% of high-net-worth millennials consider values in their investment decisions. Can you afford to be left behind? Join YourStake and Broadridge as they help answer these questions in this exclusive webinar: In this session, you'll discover: The Values-Based Investing Spectrum • ESG, Impact, Faith-Based, and Thematic Investing explained • How these...
Advisor Core 2.0: Extract. Personalize. Analyze. Present.
มุมมอง 2866 หลายเดือนก่อน
Advisor Core has been rebuilt from the ground up to be the only screen you need to have when working with your client or prospect: www.yourstake.org/advisor-core
Flattening the Sales Funnel: Leverage AI to Close Prospects in Two Emails
มุมมอง 416 หลายเดือนก่อน
Learn more about Advisor Core from YourStake: www.yourstake.org/advisor-core/portfolio-analysis-and-proposal-generation Discover Anasova for high quality leads: www.anasova.com/companies Let's face it: advisors are spending too much time nurturing leads and not enough time closing deals. The traditional 14-step email sequence is dead. It's time for a tech stack revolution that gets you from lea...
How RIAs can use Advisor Core to power growth with Gabe Rissman using a proposal generation system
มุมมอง 336 หลายเดือนก่อน
How RIAs can use Advisor Core to power growth with Gabe Rissman using a proposal generation system
Create, Evaluate, and Present a Personalized Direct Index Portfolio With VADIS + Advisor Core
มุมมอง 907 หลายเดือนก่อน
Create, Evaluate, and Present a Personalized Direct Index Portfolio With VADIS Advisor Core
Introducing: The Advisor AI Tech Map. Your chart to bringing AI into your tech stack
มุมมอง 1818 หลายเดือนก่อน
Introducing: The Advisor AI Tech Map. Your chart to bringing AI into your tech stack
🪄 Magic Ticker Fill - A new feature within Advisor Core
มุมมอง 158 หลายเดือนก่อน
🪄 Magic Ticker Fill - A new feature within Advisor Core
New Risk and Risk/Return Analysis within Advisor Core: May Update
มุมมอง 288 หลายเดือนก่อน
New Risk and Risk/Return Analysis within Advisor Core: May Update
What if you could turn a prospect's statement into a propsoal? Advisor Core May Overview
มุมมอง 708 หลายเดือนก่อน
What if you could turn a prospect's statement into a propsoal? Advisor Core May Overview
Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way
มุมมอง 389 หลายเดือนก่อน
Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way
EP 22: The PAX Principles: Darryl Lyons, CEO
มุมมอง 910 หลายเดือนก่อน
EP 22: The PAX Principles: Darryl Lyons, CEO
Advisor Core: Eclipse other extraction tools and get information read in totality, anywhere
มุมมอง 1010 หลายเดือนก่อน
Advisor Core: Eclipse other extraction tools and get information read in totality, anywhere
EP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated Approach
มุมมอง 2110 หลายเดือนก่อน
EP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated Approach
Introducing: The Risk Tolerance Questionnaire from YourStake.
มุมมอง 3511 หลายเดือนก่อน
Introducing: The Risk Tolerance Questionnaire from YourStake.
Ep 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash CSRIC
มุมมอง 1811 หลายเดือนก่อน
Ep 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash CSRIC
XYPN Webinar Replay: Unlocking Supercharged Growth for Financial Advisors With AI
มุมมอง 3311 หลายเดือนก่อน
XYPN Webinar Replay: Unlocking Supercharged Growth for Financial Advisors With AI
Can Comparing Risks and Values 📊 Improve Your Investment Portfolio? 💼
มุมมอง 13ปีที่แล้ว
Can Comparing Risks and Values 📊 Improve Your Investment Portfolio? 💼
Understanding Direct Indexing, a guide for Financial Advisors
มุมมอง 30ปีที่แล้ว
Understanding Direct Indexing, a guide for Financial Advisors
How to position the Values Aligned Direct Index Solution (VADIS) with clients
มุมมอง 2ปีที่แล้ว
How to position the Values Aligned Direct Index Solution (VADIS) with clients