4.8 • 2K Ratings
🗓️ 1 May 2024
⏱️ 70 minutes
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0:00.0 | Today's Animal Spirits is brought to you by our friends at WhyCharts. |
0:02.8 | Although the WhyCharts Report Builder was launched only a year ago now, |
0:06.4 | quickly become one of the most popular features on the site. |
0:09.1 | A lot of different options here. |
0:10.4 | We actually used WhyCharts Report Builder to build a 10 slide report for one of our |
0:16.4 | portfolio models, right? And you can sort of mix and mash, drop and drag. |
0:20.8 | 30 different modules you can use. |
0:24.0 | The drag and drop is easy because you can use all their visuals, your own visuals. |
0:29.2 | It's great because it's very easy, there's no clunkiness. |
0:31.7 | I'm not, I've used PowerPoint for years and years and |
0:34.0 | years. I'm still not good at it. So I feel like these templates, it's the easy button |
0:38.2 | for financial advisors, right? Right. Because getting them to look nice is the hard part. |
0:43.5 | Like I can do all the graphs and stuff, but I can't make them look nice in PowerPoint. |
0:47.0 | You know what in PowerPoint when you move something over and it's got those dotted lines and you're trying to like match stuff up? |
0:51.5 | It never works. |
0:52.6 | No never. |
0:53.6 | It's always hard. |
0:54.6 | Check out Report Builder for yourself. |
0:55.8 | Click the link in the show notes. |
0:57.0 | 20% off that first subscription to WhyCharts. |
0:59.7 | Tell them. |
1:00.2 | And the Manil Spirit sent you new customers only. |
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