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Tweets for thought - New Clients

Preserving shared knowledge

I was reading a tweet from Patrick OShaughnessy and saw the replies. I thought it would be a good idea for us to memorialize the tweet and many of the replies before they are lost in the abyss.

Our goal: Help financial advisors

We are going to make this a permanent thing in keeping with our goal. Advisors, you can come back in the future and look for posts with "Tweets for thought" as a heading and be able to pull up others that we may post here. This is the first one. 🙂

And if you would like us to post something, please reach out. You can DM us or email us at "anand @ pulse360.com" (remove the spaces).

Without further ado...this is just a sampling of some great ideas - follow this thread for more replies and gems not captured here.

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About Us

Our founder, Anand, has two decades of experience in the financial advisory world. As he says, an experience that spans from coffee to compliance. With Pulse360, he set out a vision to make financial advisors at least 50% more productive. In addition, we know the advice you provide to your client is valuable and we want to help make it easy to communicate and capture your value. Check out how we can help your practice document and communicate your advice in half the time.

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