Cameron Leith, VP Marketing, Sales and Compliance, Brightside
Financial Services Inc., Waterloo
"Let's face it, there is an excellent choice of performance analytical
software programs available today for planners to choose from. However, it's wise to deal with a company that listens, proactively
implements new features, and has the resources to keep it coming.
Globe Interactive covers it all. Globe HySales not only
provides the analytical tools required by the professional financial
planner, it also makes a strong contribution to the end sale through
meaningful, user-friendly reports."
Randy McIntyre,
Ottawa
"As financial planners, we map out
long-term investment strategies for our clients including assessing
and comparing mutual fund performance," said McIntyre. "Globe HySales
is definitely the best fund analysis tool available now. It is invaluable
for illustrating investment concepts, and has very powerful projection
capabilities. The new version is particularly efficient in pulling
together detailed and up-to-date presentations in minutes."
Jordan Rosenberg, Dynamic Mutual Funds,
Toronto
"Globe HySales provides a real
competitive advantage. All mutual funds look and smell alike. HySales'
in-depth data analysis helps me demonstrate how funds are, in fact,
unique. In my job serving stockbrokers and financial advisors, I find
HySales an essential resource."
Garry Keiller, Manulife Financial, Edmonton
"Globe HySales is an essential
part of all my client presentations. Its unique ability to
illustrate monthly purchase and systematic withdrawal plans,
coupled with its superior graphics, make Globe HySales an
invaluable sales tool."
Gary Gosnell, W.H. Stuart Mutuals, Etobicoke
Planners have developed an
educational financial planning presentation using Globe HySales
as their cornerstone for success. "HySales' unique ability to
quantify the tax efficiency or tax risk associated with any
mutual fund provides us with the ability to display the most
suitable funds associated to the various strategies communicated
in [the sales presentation] Visual Money. Visual Money in combination with HySales
has been successfully utilized in the field with positive
feedback from both financial advisors and their clients/prospects.
Globe HySales has been invaluable in helping us communicate the value of our services and is key in acquiring and maintaining clients."
Joe Psalmonds
Joe believes that HySales gives him the system for success. Joe puts his
clients "on the edge of their seats" when he walks them through
a questionnaire, analyzes the results with the graphs
and charts and hits it home with HySales. "From performance data
to consistency, HySales allows me to support my recommendations
with sound, unbiased information." HySales is great for "relationship selling," where clients are
encouraged to add
their input into the process while the advisor answers all their questions
and objections.
So what does Joe like best about Globe HySales?
After running through a personalized portfolio, clients are
"ready to invest."
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720 King Street West, Toronto, Ontario Canada M5V 2T3
Phone: 1-800-268-9128, Tel: 416-957-8483, Fax: 416-957-8484
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