Episode 170 – Improve Communication, Improve Investment Decisions with Sean Brown

Sean Brown is the President and CEO of YCharts, Inc., an investment research platform that serves over 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets.  

In this podcast, Sean explains how YCharts is improving communication between clients and advisors, ultimately allowing for better investment decisions to be made.

They also discussed:

• Why many are strongly considering leaving their advisor
• The change in client needs and requests since COVID
• Lack of communication with the client leads to a lack of confidence in financial plans
• How great advisors keep that confidence intact and where YCharts fits into this equation
• The growth of YCharts over the past three years and if the initial vision aligns with the modern firm
• The path forward YCharts is taking to better serve their clients

 

Visit https://go.ycharts.com/advisorpedia for access to the referenced communication survey and also the opportunity to take a trial of YCharts and have a 20% discount on any eventual purchase.

 

Resources: 

YCharts

Source