Financial Advisor Research Survey – How Do You Want To Communicate With Your Financial Advisor?


Financial Advisor Research Survey – How Do You Want To Communicate With Your Financial Advisor?

Want to know how most financial advisors communicate with their clients?

This recent survey from Sean Brown at Ycharts discusses the current state of communications with clients and their financial advisors. How are you looking to communicate with your advisor?

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YCharts - Smart Investment Decisions Made Simple

We here at Money Tree Podcast use YCharts to uncover new investing opportunities, analyze trends and monitor our progress. YCharts is a powerful financial data platform designed for Individual Investors, Financial Advisors and Asset Managers. Their platform makes our lives easier. What can be better than that.

We struck a deal for our listeners where you get 20% off your access to YCharts if you sign up in the next month

Today's Guest:  Sean Brown

  • Proud father of 2 (13 year old son, Quinn; 11 year-old daughter, Emerson) and husband to Lisa. And their family dog is Lou.

  • Notre Dame & Stanford grad

  • College football and Chicago Cubs fan

  • President and CEO at YCharts (Swiss Army Knife of investment research and client communications)

  • Has been an executive at several startups, private equity backed firms, and public companies. Predominant focus on financial services and software.

  • He’s passionate in his belief that investors should be able to leverage great investment data and tools anywhere, and any time and they should also have access to outstanding human support to ensure their success

Sean's Online Presence:

Today's Panelists

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