February 16, 2022
How to Use the Law of Uniform Connectedness to Improve Client Experience
As a financial advisor, it’s your job to help clients juggle complex and interconnected financial goals that range from rebalancing a portfolio to creating a retirement plan to saving up for a vacation at the end of the year. Recommendations you make today regarding investments can impact other areas of their financial life today and […]
February 15, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
February 9, 2022
5 Tips for Building Trust with Your Clients
In an industry like financial advising, trust is one of the most important features of your service. When you combine the uncertainty of the market with the fact that clients are putting their financial future on the line, it’s easy to see why a client needs to trust you. You might know perfectly well that […]
February 8, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
February 2, 2022
Not Sending a Meeting Agenda Is Costing Your Financial Advisory Practice
Creating and sending an agenda to clients ahead of meetings is one of the best ways to set expectations, keep the meeting on track, and make sure both you and your client show up fully prepared. However, many financial advisors who want to make meeting agendas often give up on the idea because it seems […]
February 1, 2022
Webinar Replay: How Michael Saved 40-minutes Per Client Communications
In this webinar, see how Michael Mustian, a financial advisor, is using Pulse360 and Holistiplan to deliver advice and how he has built Pulse360's templates and Note templates.
February 1, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
January 26, 2022
5 Steps to Better Note Taking During Your Client Meetings
Hastily jotting down all the key points and then hoping you remember enough detail to fill in the rest afterward is not really the most reliable approach to notetaking. Unfortunately, it usually feels like the best you can do when you’re also working to maintain the flow of conversation and keep your client engaged throughout […]
January 25, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
January 19, 2022
The Law of Prägnanz for Financial Advisors: How to Use Visual Elements to Simplify Complex Information
The overarching theme of many principles of UX design is simplicity. Hick’s Law argues that the simpler our options are, the more easily we can make a decision. Miller’s Law argues that the more pieces of information our brain is processing at the same time, the harder it is to process (and the more likely […]
