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Sell Like YCharts



In a panic, I woke up at 4 AM. 


The night before I was putting the finishing touches on a big proposal for a meeting I had coming up that next afternoon...and I had hit a major wall.


A crucial function in YCharts, one I had relied on countless times, wasn't working. 


Using their standard process, I was able to schedule some time with James, my trusted YCharts contact and expert.


But, I was not able to get on his calendar until AFTER the big meeting.

In desperation and a little panic, I sent James an email asking for guidance.


My phone rang 10 minutes later...at 7:15 in the morning.


Within 2 minutes we were on a Zoom and he solved the problem which was user error on my part...



"Service is Sales"


I have recommended YCharts to my advisor clients since 2019. 


They don't compensate me for referrals, but I am happy to support them because it is a great product.


I offer my OCIO Services and Investment Models through their platform to my clients.

Their experts have been on my podcast and FinancialAdvisor.TV many times over the years.


Someday, a better product may come along. Infact, it probably will. 


Do you think I would change service providers after that experience? 


Not a chance.


Not only did I get a reply, but it was also from a person who was genuinely eager to help. 

This wasn't just customer service; it was personal, swift, and above all, empathetic. 


As we worked through the issue, I couldn't help but feel a strong sense of relief and gratitude. 


It was clear that James, and by extension, to YCharts, I wasn't just another ticket in their system. I was a professional with a problem that mattered. In a world where products and features can be quickly duplicated, it's the personal touch, the willingness to go above and beyond, that truly sets a company apart. 


YCharts didn't just help me with a service issue; they showed me that at the heart of every successful business is not just what you sell, but how you support it.


As we sit today looking at a market sitting at all time highs, it is easy to get complacent. 


Don't do it!


Be like YCharts....


And in my book, that's the best salesperson you could ever have.

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