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Join Sean Brown, CEO of YCharts, as he shares the latest findings from YCharts' 2024 Advisor-Client Communication Survey and explore ways you can enhance your financial advisor communication strategies, including:

  • Strategies for navigating the evolving landscape of client communication expectations amidst ongoing market shifts, including changes in preferences since YCharts surveyed clients immediately after the pandemic.
  • Implementing best-in-class communication strategies to improve client retention and referrals.
  • Unpacking key insights from YCharts' latest research to empower you in crafting a tailored, client-focused communication approach.

Questions the survey findings will answer:

  1. How can improved communication help advisors capture more AUM?
  2. At what frequency do clients prefer to be contacted by their advisor?
  3. How confident do frequently contacted clients feel in their financial plans?
  4. What factors are the most important to clients when choosing or recommending an advisor today?
Presenter(s)
Sean Brown
YCharts
Sean Brown
Job Title
CEO
Webinar category
Plans
Pending plans
Masterclass Series
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