Tuesday, November 29, 2022
HomeWealth ManagementSean Brown on Advisor Workflow

Sean Brown on Advisor Workflow

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For Sean Brown, head coach at YCharts, advisor workflow is at all times high of thoughts. Right here, he discusses how he helps advisors polish their advertising, develop proposals, usher in new purchasers and enhance their consumer communications. Brown additionally describes his work with advisors on understanding environmental, social and governance concerns for securities and creating mannequin portfolios.


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