Learn & Laugh Blog

filtering notes in Pulse360
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 […]
help client avoid phishing attempts pulse360
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 […]
comic funny financial advisor water liquidity
August 3, 2021

Tuesday Comic - Glass of Water

Making your day brighter through comics
financial advisor tech workflow automate technology system
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 […]
fast note capture for financial advisors pulse360
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 […]
best time to get a mortgage
July 27, 2021

Tuesday Comic - Buying a house

Making your day brighter through comics.
financial advisors immersive meetings
July 21, 2021

Best Practice - Immersive Meetings

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 […]
setting goals and sticking to them financial advisor returns
July 21, 2021

Financial Advisors: Quit Talking about Returns. Start Talking About Financial Goals

When financial advisors try to “justify” their fees, the first thing many turn to is portfolio returns. On the surface, it makes sense. “If you pay me this fee, I’ll help you get this much back in the form of improved returns.” However, portfolio returns are just one narrow dimension of the value you provide. […]
topsy turvey financial term
July 20, 2021

Tuesday Comic - Topsy Turvey

Making your day brighter through comics.
financial advisors productive cash needs
July 14, 2021

Best Practice - Cash Needs - Be Proactive

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 […]
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