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Best Practice - Cash Needs - Be Proactive

Date: July 14, 2021

Financial Advisors, during a meeting with a client, you may discover a future cash need for the client. You capture details and also have an idea on which account you will take the funds from.

When the time comes and the client calls you to request the funds - how fast can you pull that info up?

What about being proactive? How about calling the clients before they call you and asking them about the upcoming cash needs?

To grow your practice, you should focus on giving your clients the best service. However, every other advisor does that. So, differentiate yourself by being proactive. Let your clients know that you are listening to them. Increasing your chances for referrals.

If the client does call in, your team can also just finish their "sentence" - "Yes, are you calling to request the cash need for your car purchase?" You know the clients will be blown away. None of this is easy to pull off without having a reliable and easy to use system. You do with Pulse360.

And by automatically creating tasks in Redtail CRM, Wealthbox CRM or Salesforce CRM, you can make sure you or your team can make that call before the client even calls in. Now, that's service.

Check out the video to see how you can, with much less effort, be super organized and proactive with a client's cash needs.



If you are not using Pulse360, consider scheduling your demo to see how you can also have a reliable system to deliver next level client service by being proactive financial advisory practice.

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