Financial Advisors, how many times have you had a client meeting where you forgot to ask for the latest statement? Or forgot that they were holding another account somewhere else?
It happens to the best of us. There is only so much we can remember. And trying to keep notes around these nuances is time consuming and also not very efficient.
Do you keep it in your head and just remember that for every file prep with a client, you need to remember that they hold a Bitcoin account? Or that they have a state 529 plan for their child?
Instead of these nuances linger around in different places, consider storing them in Pulse360. Use a tag, File Prep or similar and bring that up every time prior to a meeting. You will never forget anything.
And naturally, all these notes are synchronized back to Redtail CRM, Wealthbox CRM and Salesforce CRM.
Check out the video to see how:
If you are not using Pulse360, consider scheduling your demo to see how you can start to having more streamlined file prep experience on your meetings. The earlier you start the better. Make your financial advisory practice more streamlined and future-proof.