September 5, 2021
Best Practice - Pulse on Your Meetings
Financial Advisors, running an organized advisory practice means having the tools to help you organize your practice operations. Meetings and meeting notes are the life blood of your practice. So naturally, being organized and having a pulse on what is happening is critical for practice management. For this reason, we created the 360 View - […]
August 25, 2021
Best Practice - Send a Bucket List email
Financial Advisors, you help clients with their goals and bucket list items. If you only address those during a "financial planning" meeting, you are missing out on an opportunity. At the start of every year, share with your clients their own goals and bucket list items. Let them know that you are aware of those […]
August 16, 2021
Best Practice - Work Faster
Financial Advisors, how you can work even faster using Pulse360? Let's say you take handwritten notes and want to send out a follow-up? What do you do? Keep opening the handwritten screen, close it, write follow-up? No. We have thought of this for you and allow multiple sign-ins for this reason. In this video, check […]
August 10, 2021
Best Practice - Future Proof Your Advisory Practice
Financial Advisors, you help clients plan for emergencies all day, every day. Have you thought of your own practice succession plan? If so, is it actually actionable? God forbid, something were to happen to you - can your successor step in your shoes and continue to help your clients without skipping a beat? It's hard […]
