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Brian D. Dixon, IA

Armed with persuasive reports and graphs created with HySales and Blueprint, Brian says that HySales and Blueprint gave him "the competitive advantage" to close $4.2 million in sales.

Using Blueprint, Brian created and saved conservative, moderate and aggressive portfolios using his specific funds. After a client answered the online questionnaire, Brian opened the pre-saved portfolio most suitable to the client’ s risk tolerance. "Providing this information with a point and a click really impressed clients," Brian tells us. Brian then explained the portfolio using the profile pages and illustrations in HySales. As a system for sales success, Brian believes "HySales and Blueprint are invaluable. If you don’ t have the software, you’ re missing the boat."

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