August 3, 2022
The Most Important Takeaways from Daniel Pink’s WHEN for Financial Advisors
In Daniel Pink’s book on the science of perfect timing, he lays out the research behind when we are at our most (and least) productive during the day. It turns out that maximizing your work day isn’t about trying to cram as much work as possible into each hour. Instead, Pink explains, it’s better to […]
August 2, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
July 26, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
July 19, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
July 16, 2022
Messaging Productivity
From Bob Veres' Inside Information Newsletter V32, N1 JAN 2022 Synopsis: Instead of writing all your client communications from scratch, try using Pulse360’s template system. Takeaways: Every message you send to clients can become a template that can be customized in future correspondences. Batch processes your meeting preparation and automatically triggers workflows in your CRM. […]
July 12, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
July 4, 2022
How I Automated My Meeting Notes With Pulse360
From an article in Horsesmouth What’s Working Now: Looking for a shortcut to efficiency? Here’s one advisor’s way. With Pulse360, he has become more organized, automated note-taking and workflows, reduced anxiety and stress and freed up valuable brain space. Plus he’s able to delight clients by following up meetings almost immediately with a pertinent summary. Editor’s […]
July 4, 2022
Monday Comics
Making your day a little bit brighter through comics.
June 28, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
June 21, 2022
Tuesday Comics
Making your day a little bit brighter through comics