Webinar Replay

Powerful Findings from Advisor-Client Communication Survey from YCharts 04-17-2024

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Missy Davis

Thu, 04/18/2024 - 10:23

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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.
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Powerful Findings from Advisor-Client Communication Survey from YCharts
Presented by Sean Brown, YCharts
Sean Brown

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.

Attendees Comments:

Missy Davis
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.