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 […]
August 11, 2021
Your Advisory Practice Is At Risk Without A Succession Plan. Here’s How to Make One
A succession plan clearly defines who will take over the practice in the event that you can no longer be there. While most financial advisors know how risky it is to not have a succession plan in place for your practice, many put off the work of making one because the day-to-day of serving your […]
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 […]
August 10, 2021
Tuesday Comic - Tooth Accountant
Making your day brighter through comics
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 […]
August 4, 2021
How Financial Advisors Can Help Clients Avoid Phishing and Identity Theft Attempts
Phishing and identity theft are on the rise, not just through email but phone calls, texts, and even in person. In 2020, the FBI received nearly 800,000 reports of phishing, totaling $4.1 billion in losses for the victims of those schemes. The number of reports increases each year. As a financial advisor, preparing your clients […]
August 3, 2021
Tuesday Comic - Glass of Water
Making your day brighter through comics
July 28, 2021
Financial Advisors Need to Get Serious About Implementing Tech
Financial advisors have been slow to adopt tech into their businesses. Only about 40% of advisory practices utilize software for financial planning, portfolio management, or customer management. The reason for the slow adoption seems to be a concern that the software won’t really bring enough value to justify the price. In a 2019 study tracking […]
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 […]
July 27, 2021
Tuesday Comic - Buying a house
Making your day brighter through comics.
