
Sean Brown
@Sean_YCharts
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Head Coach @YCharts. Notre Dame & Stanford fan. Entrepreneur. Process nerd. Avid reader. Nothing tweeted is financial advice.
Chi-town
Joined August 2014
RT @ycharts: The key trident for advisors is better investment returns, better client service, and lower fees. Traditionally, clients are….
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I don't know who needs to hear this. I really like eating leftover, cold @ChickfilA chicken nuggets the next morning. The problem is we rarely have leftover nuggets. Noodling a few solutions to my problem here.
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I’m proud to share that @YCharts is now the chosen platform for @CarsonGroupLLC’s advisor network! . This partnership highlights our dedication to equipping advisors with the tools needed to strengthen client relationships & drive AUM growth. Learn more:
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Tomorrow at 1 PM CT, @SamanthaTwenty and I are teaming up to discuss the art of blending expert communication tactics with @YCharts visuals (like this one👇) that help advisors tell a story & ease client worries this election season. Register now:.
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Feeling overwhelmed by client concerns surrounding the election?. Marketing guru @SamanthaTwenty and I will be delving into @YCharts’ Election Guide on 8/27 @ 1PM CT helping you address these worries & improve your communication strategy. Register now:
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Download @YCharts’ latest Client Communication Survey to follow along and explore our full findings:
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If you’re looking for a client communication strategy that keeps pace with today's demands, @robertsofia of @SnappyKraken and I shared powerful tactics to help you make a lasting impact as an advisor. Tune in here:
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Today @ 2 PM ET/1 PM CT: Join @SnappyKraken’s Robert Sofia and @YCharts to discover what clients truly want from their advisors. Register for tips on enhancing client relationships, driving referrals, and growing AUM (earn a 1-hour CE credit):
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