Powerful Findings from Advisor-Client Communication Survey from YCharts
Guest Expert: Sean Brown, YCharts
In this webinar, Sean Brown, CEO of YCharts, shared the latest findings from YCharts' 2024 Advisor-Client Communication Survey and explored ways you can enhance your financial advisor communication strategies.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Powerful Findings from Advisor-Client Communication Survey from YCharts 04-17-2024
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Communication is key - now more than ever!
- Mary Ann C.
Organize customers and qtrly calls with a compelling message.
- Robert P.
Communication is key - now more than ever!
- Mary Ann C.
Organize customers and qtrly calls with a compelling message.
- Robert P.
Attendees Comments:
Communication is key - now more than ever!
- Mary Ann C.
Organize customers and qtrly calls with a compelling message.
- Robert P.