Financial Advisor Research Survey – How Do You Want To Communicate With Your Financial Advisor?

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 31 January 2020

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

Want to know how most financial advisors communicate with their clients?

A recent survey from Sean Brown at Ycharts discusses the current state of communications with clients and their financial advisors.

For more information, visit the show notes at https://moneytreepodcast.com/281

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.7	Welcome to this week's episode of Money Tree Investing Podcast.
0:13.7	My name's Kirk Chisholm, and I'm going to be your host today.
0:17.2	Before we jump into today's conversation with YChart's CEO, Sean Brown, I wanted to take a moment to share some of my thoughts about the Y-Charts platform after using it for a few months.
0:27.3	As a wealth manager, it's often challenging for me to pick up new technology.
0:32.0	I spent a lot of my time working with my clients and meeting with prospects, but Y-Charts is so easy to use and user-friendly,
0:38.9	I was able to incorporate it into my workflow right away.
0:42.1	So whether I'm using the platform to perform due diligence on investments, build client
0:46.1	portfolios, or monitor the markets and key economic data points,
0:50.5	Y-charts has helped me save a lot of time and become much more efficient.
0:54.5	So when it comes to client communications, the focus of today's episode, Y charts makes it easy for advisors to create visuals to help them explain investments and market conditions.
1:04.5	For example, I'll use Y charts visuals in my client newsletters as well as customizable comparison reports when I'm explaining
1:12.0	my investment strategy to prospects. Y-charts has made my day-to-day as a wealth manager a lot
1:17.2	easier. To get started on the platform, go to go.w.Ycharts.com slash money tree to start your free trial.
1:26.2	Make sure you mention money tree to save an additional 20% off
1:29.1	when you sign up in the next month. That's 20% off if you mentioned MoneyTree. Visit go.
1:35.8	Whycharts.com slash money tree. So today we have Sean Brown from Whitecharts. How's it
1:43.6	going today, Sean? Good, Kirk. Thanks for having me on.
1:46.5	This episode we're going to be talking about client communication with financial advisors,
1:50.9	FinTech, and a lot of other interesting stuff. Sean, maybe you could tell listeners a bit about
1:55.8	your background, which I think will be helpful for the context of our show here. Well, I've got way too many
	...

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