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Best Practice - Future Proof Your Advisory Practice

Date: August 10, 2021

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 to think about this. Especially when you may have a "succession plan" set up and all legal paperwork is in place. Perhaps even buy/sell policies are funded and active. You may think, everything is set and your family will be ok, your clients will be served by this other amazing advisor and your team will just help support the new advisor.

But have you thought about what sort of practice are you going to leave behind for them? Are you as organized as you would want? What if you had to take over someone else's practice? Would you not want clear organized notes and structure?

Being around lots of advisors over 20 years, I can tell you that a majority of advisors are just not prepared for an actionable succession plan. Here is where one of our vision was for Pulse360. Give you the power to be organized without spending too much effort and there is continuance of your practice for the sake of your clients, your family and your team.

And by syncing your notes and future tasks to your CRM: Redtail CRM, Wealthbox CRM or Salesforce CRM, continuity is maintained.

Check out the video to see our thoughts on this using Pulse360 and why we made the choice of using Topics and Tags to individual notes.



If you are not using Pulse360, consider scheduling your demo to see how you can be confident that your succession plan is actionable as well. Make your financial advisory practice more streamlined and future-proof.

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With two decades of experience doing what you do every day, our founder, Anand decided to build automation technology for financial advisors like you.
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