I hope you get value out of this blog post.
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 - a Meeting Intelligence Dashboard to help you, the advisor and your team be on the same page without having to "remember".
We are taking the concept of calendar a bit further - more actionable for you. In this video, check out how you can get a high level view of your next 15-days of meetings and your past 15-days of your meetings. Have you prepared an agenda? Was a follow-up sent? Are there client to-dos?
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 a pulse on your meetings. The earlier you start the better. Make your financial advisory practice more streamlined and future-proof.