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.

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.

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 and working on it together for the upcoming year.

Ultimately, this is why you are a financial advisor, right? Help clients achieve the goals and bucket list items. Sharing this in a simple email is so easy and your clients will appreciate it. In fact, extend this idea and send that to prospects as well.

Doing a financial plan in Naviplan, eMoney or RightCapital is great. However, giving clients a simple summary can go a long way.

In this video, check out how you can do this using Pulse360. We have made this easy for you and your team.

Check out the video to see how:



If you are not using Pulse360, consider scheduling your demo to see how you can start to do this for your clients. The earlier you start the better. Make your financial advisory practice more streamlined and future-proof.

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 out how you can duplicate a tab and drag it over to the 2nd screen to work simultaneously.

Check out the video to see how:



If you are not using Pulse360, consider scheduling your demo to see how you can be take handwritten notes and send out follow-ups. Make your financial advisory practice more streamlined and future-proof.

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.

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.

When you are starting to do financial planning, how do you compile relevant information with the least amount of clicking and jumping through different applications. This may end up taking you15 to 20 minutes to gather - and that is if you are super focused and not being interrupted.

With Pulse360, the idea of single notes really expands the capabilities you have at your finger tips. You can granularly search for the precise piece of information in seconds. And we have built-in Excel like Filters to enable you to do just that.

And, yes, we automatically will sync the notes to your CRM: Redtail CRM, Wealthbox CRM or Salesforce CRM - where you can also search.

Check out the video to see how you can find the needle in a haystack in seconds.



If you are not using Pulse360, consider scheduling your demo to see how you can also find the information in seconds so you can be more focused on clients than jumping around different systems. Make your financial advisory practice more streamlined.

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 to type that up in an email to send to them. Additional time wasted. Every second matters to you. And you should have faith in your "system" that everyone will be able to find what you jotted down.

With Pulse360, you can quickly capture a note under a "Catch All" contact record. Either by typing or taking handwritten notes via your iPad with a Pencil.

And after you capture it, you or your assistant can go in and transfer the note to the correct contact.

And we automatically will sync the notes to your CRM: Redtail CRM, Wealthbox CRM or Salesforce CRM.

Check out the video to see how you can take notes quickly in a single place.



If you are not using Pulse360, consider scheduling your demo to see how you can also take notes super fast and have it automatically sync to your CRM. Make your financial advisory practice more streamlined.

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 thousands of getting electronic whiteboards. Just a press button in Pulse360.

If you are meeting clients in office now, you can even have what you are doing on your computer show up on your conference room TV.

Take screenshots of charts and paste them in. Draw over them. Color them. All of that is possible and is automatically saved under the contact record. You don't even need to scan or file.

And we automatically send a link to your CRM: Redtail CRM, Wealthbox CRM or Salesforce CRM.

Check out the video to see how you can take your meetings to the next level.



If you are not using Pulse360, consider scheduling your demo to see how you can also have a white boarding solution to make your meetings more immersive and interactive. Educate your prospects better so they consider working with your financial advisory practice.

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.

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, Wealthbox CRM or Salesforce CRM.

From quickly entering a note and task, to using note templates and finally collections, you can decide the appropriate way that will work best for your practice.

Check out the video to see how you can, with much less effort, have an email even sent out to your clients to confirm your "conversations".

Check out this video to see how you can document your trades



If you are not using Pulse360, consider scheduling your demo to see how you can also have a reliable system to document trades in your financial advisory practice.

Made with ❤️ in Riverside, CA & Farnham, UK
© 2022 Pulse360, Inc. All rights Reserved.