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
June 14, 2022
Tuesday Comics
Making your day a little bit brighter through comics
June 8, 2022
How Financial Advisors Can Implement an Effective Newsletter Strategy—And Why They Should
With how much you already do as a financial advisor, being told that you should add one more thing to your plate might make you roll your eyes and think “Right like I even have time for that.” Newsletters can feel like one of those things. Maybe there are a few perks to writing one […]
June 7, 2022
Tuesday Comics
Making your day a little bit brighter through comics
June 1, 2022
Fitt’s Law for Financial Advisors: How to Avoid Time Waste During Client Meetings
Financial advisors might not think that UX design laws have much to do with running an advisory practice but many of these principles of human behavior can help you improve client satisfaction and run a more efficient office. By applying Fitt’s Law, for example, you can find ways to improve organization and reduce the time […]
May 31, 2022
Tuesday Comics
Making your day a little bit brighter through comics
May 25, 2022
How Financial Advisors Can Use the Serial Position Effect to Help Clients Remember the Important Details
The serial position effect states that “users have a propensity to best remember the first and last items in a series.” For UX designers, the idea is that the most important points—or the details that you want to call a user’s attention to should be at the top or bottom of a page. But even […]
