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high-touch-client-service-financial-advisors-lowrez
August 9, 2022

Webinar Replay: Consistently Deliver High-touch Client Experience

In this webinar, you will learn how to provide a high-touch client experience as a financial advisor. As a financial advisor, you no longer need to come to a halt in order to provide a high-touch client experience.
financial-advisors-create-deliverables-lower-rez
August 9, 2022

Webinar Replay: Let Your Clients Know that You Have a Pulse on What Matters to Them

Anand Sheth, the founder of Pulse360, discusses some ideas for different deliverables that financial advisors can create in the Pulse360 application in this webinar. As a financial advisor, it is critical that you communicate to your clients that you are listening to them.
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 […]
Website Analytics for Financial Advisors by Pulse360
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.
David streamlines client review using Riskalyze and Pulse360 - for financial advisors
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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