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.



Download The Report Here: http://bit.ly/advisorcomms


Sign-up for a YCharts Trial: http://bit.ly/ychartstrial




Topics Discussed:


The three major insights from the study.


Your clients do not feel engaged.

Your clients want personalized communications.

Your success can be directly impacted by your communications strategy.


What can be done about it?


Commit to a cadence.

Create new touch points and opportunities.

Serve some clients champagne, others sparkling water.

Hone in on understanding your clients and their goals.



Connect With Sean & YCharts


Sean's LinkedIn: https://www.linkedin.com/in/sean-brown-6266673/


Sean's Twitter: https://twitter.com/Sean_YCharts


YCharts LinkedIn: https://www.linkedin.com/company/ycharts/


YCharts Twitter: https://twitter.com/YCharts



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



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