In today’s episode of Framework, Jamie talks with Sean Brown, the President and CEO of YCharts. Sean has spent his career growing companies with a focus on finance and technology and he’s continued that focus to his current endeavor with YCharts.

Growing up as one of six kids, Sean spent a lot of his childhood moving around for his father’s job. He learned early on that the best way to deal with change was through creativity and embracing the unknown. 

Though he was a finance major at Notre Dame, Sean’s first job out of college was computer programming at what is now Accenture. Though he felt he was in over his head, he used the same strategies he did as a kid to embrace the change and dive in head first. That choice set him on the path of combining technology and finance throughout his career. 

Sean talks with Jamie about how he ended up as the CEO of YCharts, what it’s like running a company, how he makes investment easier, and how advisors can do a better job of communicating with their clients. 

“I think the financial literacy in the United States needs to be vastly improved. I think regardless of the size of your nest egg, we are all hard working individuals with a dream and a passion. There’s a hardworking person out there who is being advised by that wealth advisor who’s helping their dreams come true. @Sean_YCharts

Main Takeaways

  • If you’re going to solve business problems for companies, you need to have incredibly easy to use software, great customer support, and a fair price.
  • There is a lot of dissatisfaction with advisors in the market and advisors need to identify their strengths and weaknesses to stay competitive. 
  • Resistance to change and struggling to find time are two major pitfalls of why advisors aren’t communicating with their clients properly. You can overcome this by mimicking those who are doing the best job at communication. 
  • Navigating change can be difficult for advisors who struggle to communicate the reality of the markets and how they relate to ongoing, external events. 

Links and Important Mentions

Get a Free Coaching Call From a Carson Group Executive Business Coach

It’s important to get an outside perspective from inside the industry. Our executive business coaches have years of experience in building and growing advisory firms. In fact, our coaching members grow 2.5x the industry average over a two-year period.

So here’s our challenge to you: put a framework in place for your business by getting a free coaching call. One of the most important calls with your coach is the first one. And we’re giving it away for free.

Go to to sign up for your free coaching call with a Carson Group Executive Business Coach.

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Jessica Flynn: Attracting & Retaining Next-Gen Talent

By: Ana Trujillo Limon
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at, about …

The Why, What and How of Attracting and Retaining Gen Z Stakeholders

By: Jessica Harrington
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …

Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z

By: Ana Trujillo Limon
Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, …

Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women’s Financial Challenges

By: Ana Trujillo Limon
With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework …
1 2 3 143