Learn & Laugh Blog

working capital financial advisor funny comic lazy
July 13, 2021

Tuesday Comic - Working Capital

Making your day brighter through comics
Document your trades for financial advisors
July 7, 2021

Best Practice - Documenting your trades

Financial Advisors, you could just jot down your trades. However, if you could this in a systematic, scalable way it would be beneficial for your practice and clients. With Pulse360, there are at least 3 ways that you can input trade documentation and have that automatically create tasks and send the notes to Redtail CRM, […]
401-Kave plan
July 6, 2021

Tuesday Comic - 401-Kave

Making your day brighter through comics.
no logo Pulse360 CPA Tax time referral advisor
June 30, 2021

How to Build an Effective Organization System for Tracking Tax Impact

Tax season can be a stressful time for anyone who works in a financial service position. For financial advisors, tracking down every single transaction or trade you did for every single client you have to accurately measure the tax impact of those transactions can be a lot of work. I’ve found that taking a proactive […]
I feel a recession coming comic
June 24, 2021

Tuesday Comic - Recession

Making your day brighter through comics
tooth fairy - reverse mortgage comic
June 24, 2021

Tuesday Comic - Tooth Fairy

Making your day brighter through comics.
Senior couple with consultant at the office
June 24, 2021

6 Benefits Financial Advisors Provide Their Senior Clients

When clients retire, their needs tend to shift from planning and preparation to management, budgeting, and savings. Even though the specific needs change, a great financial advisor is still key to their financial health. However, it can be hard to communicate that value effectively since you’re no longer talking about maximizing returns on a portfolio.  […]
best books for financial advisors
June 24, 2021

5 Books on Running a Successful Advisory Firm that Every Financial Advisor Should Read

Whether you’re trying to grow a new practice or just maintain the competitive edge of an established one, you can always benefit from adding new insights and knowledge to your toolbox. One of the key methods for doing that is reading the latest research and business advice to stay up to date on new techniques, […]
clients dont understand behavioral coaching
June 24, 2021

How to Communicate the Value of Behavioral Coaching

One of the most valuable services you bring to the table as a financial advisor is your ability to help clients identify biases and avoid making rash decisions based on fear or other powerful emotions. According to a study by Vanguard, this behavioral coaching alone accounts for as much as half of the value you […]
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