I’ve been a long time user of YCharts, so when Sean Brown, the CEO of YCharts, said he wanted to come down to visit and record a podcast for The Advisor Of Tomorrow Podcast I said yes–without hesitation. Since I had him in my office I thought I’d record a new episode of Inside Advisors’ Minds and have Sean share…
In the first episode of Inside Advisors’ Minds, I’m joined by a few of my friends at the Indy XYPN Meet-Up to discuss what we hope our clients and individuals will focus on in the new year when it comes to their finances. It’s the time of the year where we start setting goals and often times those goals include…