Will AI Take All Our Jobs? (EP.415)

Today's show is brought to you by our friends at YCharts. Ben, you know how hard it is to build a proposal for households with accounts that are here or there, getting everything in one consolidated view, clean proposal. It's difficult. But now YCharts has their new household portfolios where you can bring everything together, no spreadsheets here and there, boom, once one-stop shop. Especially when you work at a collaborative place like us, which like a lot of wealth management shops probably, where it's multiple people that are working on an account or a prospect, it is nice to have it in one place.

So they also have this transition analysis that does all the tax math for you. That that's a big part about transitioning any prospect, is right, like what are what is the tax situation going to be? if I make these moves. They have this folders capability, so you're not trading emails or accidentally like missing something. So everything is organized, all in one, easy-to-share place.

It's just less time spending like chasing around stuff and looking for data. It's nice and clean. YChart's built it all out. So click the link in the show notes to learn more about these new capabilities, 20% off your initial subscription. When you subscribe for the first time and mention Animal Spirits, again click that link in the show notes.

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