EP 96 - How To Achieve Better Results With Improved Client Communication With YCharts CEO Sean Brown
Updated: Mar 9
YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a 'Financial Advisor Communications Framework' that the YCharts team has developed.
Lean how financial advisors, teams and firms are leveraging the system created by Andy Grove in the 1960's to become better leaders and drive business growth in their organization. The OKR Leadership System is a complimentary tool that has been customized for the financial services industry. Learn more by visiting www.jaycoulter.com/leadership