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April 20, 2022

Hick’s Law for Financial Advisors: How Simplicity Can Improve Client Experience and Employee Performance

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 […]
April 13, 2022

Jakob’s Law: The Counterintuitive Reason You Shouldn’t Differentiate Yourself Too Much

Jakob’s Law: The Counterintuitive Reason You Shouldn’t Differentiate Yourself Too Much
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.
March 30, 2022

5 Books on Running a Successful Advisory Firm that Every Financial Advisor Should Read

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, […]
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