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Ronald Smouse

A 15-year plus industry

A veteran and Globe HySales user from the time it was initially released in 1995, Ronald uses a combination of Globe HySales and Blueprint to help him close the sale. So, what’s his recipe for success? Ronald creates customized portfolios for his clients in Blueprint and then relies on the Globe HySales profile pages as an educational tool, pointing out information such as the fund manager, size of the fund and portfolio composition. “Profile pages are the key to professionally illustrating fund performancelr, Ronald tells us. “My clients find them easy to understand and extremely helpful in making  decisions.” And after using Globe HySales to close a $2 million dollar sale, Ronald doesn’t need any more proof than that.

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