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.
Technology is undoubtedly an ongoing challenge for financial planners. In this episode, we look at how to audit technology, how to continue your training, and what advisors can expect for the future of tech.
Sophia Bera joins us today to share her story on becoming the financial planner for millennials.