You're a Financial Planner, Now What? artwork

Better Communication and the Future of Fintech

You're a Financial Planner, Now What?

English - February 04, 2020 16:51 - 44 minutes - 62.5 MB - ★★★★★ - 64 ratings
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Previous Episode: Determine Your Own Career Path
Next Episode: Embracing Fintech and the Future

What’s the secret to a great financial advisor and client relationship? Like any other relationship, it’s communication. Learn how Sean Brown’s company, YCharts, is helping financial advisors discover that.