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YCharts, Your Tablet & 15 Minutes: Return to The Field with New Ways to Win New Business
Wholesalers: are you back on the road again? IN JUST 15 MINUTES, we’ll set you up for success and share how YCharts and your tablet enable better and more productive advisor meetings.

We’ll cover:
- How to seamlessly drive dynamic conversations with advisors and win new business
- Time-saving strategies to effectively leverage YCharts on your tablet
- Visuals, data tables, and other workflows that make an impression during advisor meetings

Jun 23, 2021 10:00 AM in Central Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Alison Rendleman.