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Financial Advisors Best Time to do your work
August 3, 2022

The Most Important Takeaways from Daniel Pink’s WHEN for Financial Advisors

In Daniel Pink’s book on the science of perfect timing, he lays out the research behind when we are at our most (and least) productive during the day. It turns out that maximizing your work day isn’t about trying to cram as much work as possible into each hour. Instead, Pink explains, it’s better to […]
Financial Advisors comic
August 2, 2022

Tuesday Comics

Making your day a little bit brighter through comics.
Financial Advisors comic
July 26, 2022

Tuesday Comics

Making your day a little bit brighter through comics.
investmemnts inancial Advisors comic
July 19, 2022

Tuesday Comics

Making your day a little bit brighter through comics.
July 16, 2022

Messaging Productivity

From  Bob Veres' Inside Information Newsletter V32, N1 JAN 2022 Synopsis: Instead of writing all your client communications from scratch, try using Pulse360’s template system. Takeaways: Every message you send to clients can become a template that can be customized in future correspondences. Batch processes your meeting preparation and automatically triggers workflows in your CRM. […]
ghosts inancial Advisors comic
July 12, 2022

Tuesday Comics

Making your day a little bit brighter through comics.
Meeting Notes, Automation, Automate, Summary, Financial Advisor
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 […]
fourth of july inancial Advisors comic
July 4, 2022

Monday Comics

Making your day a little bit brighter through comics.
Financial Advisor app
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
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