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