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April 2, 2022

Webinar Replay: Website Analytics for Financial Advisors

In this webinar, see how Michael Mustian, a financial advisor, is using Pulse360 and Holistiplan to deliver advice and how he has built Pulse360's templates and Note templates.
February 1, 2022

Webinar Replay: How Michael Saved 40-minutes Per Client Communications

In this webinar, see how Michael Mustian, a financial advisor, is using Pulse360 and Holistiplan to deliver advice and how he has built Pulse360's templates and Note templates.
January 12, 2022

Webinar Replay: David's Client Review Process

David held a webinar on how he uses Riskalyze and Pulse360 to automate and streamline his virtual client reviews. This helps him save time, deliver value to his clients AND have a record for compliance. Check out the video below: And if you would like to receive the process template, please send us an email […]
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