Iris.xyz caught up with AdvisorTrust, Inc President & CEO Reno Regalbuto at the Schwab Impact Conference in San Diego that ran Oct. 24-27, 2016.
Regalbuto discussed its Advisor Lab sales prospecting tool and how it can help advisors find solutions for financial professionals to operate more efficiently and effectively.
The tools help advisors efficiently identify prospective clients, generate insightful reports and prepare effective sales presentations quickly and affordably.
Watch the video above to learn more!