Tag Archives: #Communication

Episode 170 – Improve Communication, Improve Investment Decisions with Sean Brown

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Sean Brown is the President and CEO of YCharts, Inc., an investment research platform that serves over 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets.  

In this podcast, Sean explains how YCharts is improving communication between clients and advisors, ultimately allowing for better investment decisions to be made.

They also discussed:

  • Why many are strongly considering leaving their advisor
  • The change in client needs and requests since COVID
  • Lack of communication with the client leads to a lack of confidence in financial plans
  • How great advisors keep that confidence intact and where YCharts fits into this equation
  • The growth of YCharts over the past three years and if the initial vision aligns with the modern firm
  • The path forward YCharts is taking to better serve their clients

 

Visit https://go.ycharts.com/advisorpedia for access to the referenced communication survey and also the opportunity to take a trial of YCharts and have a 20% discount on any eventual purchase.

 

Resources: 

YCharts

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Episode 123 – NYC Pop-Up Podcast: Combatting the Gap between the Talk and the Walk of Advisors – With Philipp Hecker

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Philipp Hecker is the Co-Founder & CEO of Bento Engine, empowering financial advisors to bring better advice to more families. Bento connects with your CRM through proven API’s to mine for advice, opportunities, and deliver relevant content back through the CRM. 

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Philipp discuss Bento Engine and its efforts to focus on and support each client equally and productively.

They also discussed: 

  • Philipp’s vast background in the corporate world and his gravitation toward the life of an entrepeneur
  • The story behind Bento Engine from the name to its origin story
  • How private banks and advisors are not delivering on their promises to clients
  • Bento Engine’s theme of the power of moments 
  • Do all advisors advise and support their clients equally
  • How advisors can combat that gap in advice
  • What differentiates Bento Engine
  • How you communicate matters

Resources: 

Bento Engine



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