Financial Literacy and Change Management With Sean Brown

Sean Brown

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

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