Will Higher Rates Kill the Stock Market? (EP. 484)

Yeah. Uh Today's show is sponsored by Y Charts. Most advisors don't have a data problem. The problem is that the data is spread across too many tools. Portfolio data lives in one system, client notes in another, and risk questionnaires somewhere else. So prepping for a meeting means clicking through a million tabs.

That's why charts built risk and proposal manager. A single place to manage your entire book of business, not just portfolios. It organizes clients by household, connects to the tools you already use, and brings performance, risk, and client context together in one view. For example, you can send a prospect, a risk questionnaire, map their answers to a risk profile, and turn that into a personalized proposal. Once they become a client, you can keep managing the relationship in the same place all without ever leaving Y charts.

Click the link in the show notes to learn more and get 20% off your initial Y Charts professional subscription, new customers only. This episode is sponsored by Janice Henderson, investing in a brighter future together. At Janice Henderson Investors, we believe working together is the way to work better. Like combining your portfolio plans in our in depth strategy. Your valued assets and our valuable insights. Your mission and our vision. Always working in perfect harmony to find the right investment opportunities. Janice Henderson investors

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