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
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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: