The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the podcast to discuss this evolution and the complications in this space for financial advisors. BONUS: He provided listeners with a great offer. If you choose to subscribe to YCharts, he is offering a 20% discount just for referencing The Resilient Advisor podcast. Make sure you sign-up for a free trial and see if it could help your business.
www.ycharts.com Note: This is NOT an affiliate link. Connect With Sean: LinkedIn:
https://www.linkedin.com/in/sean-brown-6266673/
