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Financial Advisors, remember everything around file prep for a meeting. Practice Management Best Practices
September 21, 2021

Best Practice - Be Ready

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 […]
Financial Advisors, have a pulse on your meetings
September 5, 2021

Best Practice - Pulse on Your Meetings

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 - […]
Financial Advisors, send a Goal Summary or Bucket list email to clients
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 […]
financial advisors best practices work faster
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 […]
succession plan for financial advisors
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 […]
filtering notes in Pulse360
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 […]
fast note capture for financial advisors pulse360
July 27, 2021

Best Practice - Fast Note Captures

Financial Advisors, you run a busy practice. What do you do when you need to write down a note? On paper? Post-it notes? In Microsoft Word? The problem with the above methods is that when you want to search for them, you are wasting your time. When your team needs the info, you will start […]
financial advisors immersive meetings
July 21, 2021

Best Practice - Immersive Meetings

Financial Advisors, during a meeting with a client or prospect, how do you explain complex topics? If you are like most advisors, you are drawing on paper. What if you could make it more immersive and interactive with the client? You can with Pulse360's built-in white boarding feature. You don't need to spend thousands upon […]
financial advisors productive cash needs
July 14, 2021

Best Practice - Cash Needs - Be Proactive

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 […]
Document your trades for financial advisors
July 7, 2021

Best Practice - Documenting your trades

Financial Advisors, you could just jot down your trades. However, if you could this in a systematic, scalable way it would be beneficial for your practice and clients. With Pulse360, there are at least 3 ways that you can input trade documentation and have that automatically create tasks and send the notes to Redtail CRM, […]
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