Communication is important in a relationship and according to a recent YCharts study many relationships between financial advisors and their clients are lacking communication. Sean Brown, the CEO of YCharts, made the trip down Interstate 65 from Chicago to Fishers, Indiana to discuss the study in greater detail.
There are many takeaways from our conversation and the study, but here are a few of the most important:
Be sure to check out the YCharts study below, along with follow Sean on Twitter. He's a great resource and has proven to be very generous with his time and desires to help advisors succeed.