For this next piece in my series on applying UX laws to your financial advisory practice, I’ll be looking at Hick’s law and talking about why it’s so important to keep both your client services and your office workflow as simplified and straightforward. As financial advisors, you’re often dealing with some incredibly complex calculations and […]
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.
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, […]
