YCharts – The Premier Sales Tool Built for Distribution Teams
Guest Speaker: Dave Lubnik, VP of Business Development at YCharts
YCharts is a cloud-based investment research platform that uses industry data to provide investment managers the tools to make sound investment decisions for their funds. YCharts is an intuitive, web-based, affordable alternative to the incumbent solutions.
During this webinar we will discuss:
- How to improve dynamic sales conversations with advisors
- How to reduce friction from needing to rely on internal resources
According to a recent study at a large client, 100% of wholesalers believe YCharts is a valuable sales tool, and 95% believe it has helped them win business.
Please join us this Friday, April 9th at 2:00 p.m. for our upcoming webinar during which we will be talking with Michael Magnan and Joe Caprara with AdvizorPro.
AdvizorPro is a fintech company that provides firms with an up-to-date tech-powered Broker-Dealer & Registered Investment Advisor database. With AdvizorPro firms can create effective lead lists in seconds, research backgrounds and teams, and connect directly with advisers to help grow your pipeline.
During the webinar we will discuss:
- The importance of fresh & accurate contact data to improve your advisor engagement
- How to reach a more relevant audience by leveraging proprietary advisor profile data – including expertise & interests
- Effective methods of successfully reaching advisor prospects in today’s environment
As several of you may have heard, Morgan Stanley is working through details regarding their acquisition of E*Trade. Given the amount of communication being exchanged between Morgan and several of our clients we thought it made sense to push the webinar with Mars back a month and have a few colleagues from Morgan Stanley join us for the May webinar to walk us through some detail on their firm and answer questions regarding the acquisition.