Best Practices for Financial Advisors

Best practices around automations, practice systematization, scaling & growing your financial advisory practice.
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 […]
August 4, 2021

Best Practice - Filter Your Notes

Financial Advisors, information is key. But finding the right information at the right time is the ultimate productivity boost you can have for your practice. Naturally, there are plenty of places that client information resides today. Let's take an example of inefficiencies that are built into your practice today if you can't find the information […]
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