Learn & Laugh Blog

How to Develop Client Intimacy During Virtual Financial Planning
February 15, 2024

How to Develop Client Intimacy During Virtual Financial Planning

Imagine connecting with someone in a way that transcends the physical distance between you, creating a bond that not only fulfills your professional needs but also feels personal and genuine. With virtual financial planning, this isn't just a possibility—it's now the norm in the post-Covid era. Surprisingly, 80% of financial advisors have found it easier […]
Navigating the Biggest Problems Financial Advisors Face
February 7, 2024

Navigating the Biggest Problems Financial Advisors Face

Are you aware that 91.7% of financial advisors are small businesses, managing less than $1 billion in assets? As a financial advisor, you are part of a rapidly growing industry that faces unique challenges. Yet, they also present opportunities for growth and differentiation. Let’s talk about these issues and some insights and strategies you can […]
Customer Advisory Board Best Practices (Financial Advisors)
January 3, 2024

Customer Advisory Board Best Practices (Financial Advisors)

In the dynamic field of financial advising, every insight can propel you from the ordinary to extraordinary growth trajectories. Are you aware that an overwhelming 86% of businesses report that having a customer advisory board (CAB) has had a significant impact on their success? This is the essence of a client-centered strategy in action. In […]
How to Mitigate Transference and Countertransference Issues
October 31, 2023

How to Mitigate Transference and Countertransference Issues

Did you know a striking 97% of employers value soft skills as equally or more crucial than hard skills? This insight significantly applies to the financial advisory domain. Top-performing financial advisors excel not only in financial acumen but also in soft skills like emotional intelligence and client relationship management. These skills are vital in navigating […]
How to Add Value to Client Relationships
October 11, 2023

How to Add Value to Client Relationships

Did you know that 72% of clients leave financial advisors due to poor communication? Transforming your client relationships from transactional to transformational has never been more crucial. Understanding your client's unique needs, maintaining open communication, and building trust are not just niceties—they're necessities. Understand Your Client's Needs As a financial advisor or coach, your primary […]
The 3 Best Time Tracking Tools for Financial Advisors
July 19, 2023

The 3 Best Time Tracking Tools for Financial Advisors

On average, financial advisors spend about 43 hours a week working, but only about half of those hours are spent on client-related activities like meetings and client servicing tasks. Interestingly, even advisors with a staff to support them still end up spending about half of their time on direct client activity. The rest is spent […]
Financial Advisors, remember everything around file prep for a meeting. Practice Management Best Practices
September 21, 2021

Best Practice - Be Ready

Financial Advisors, how many times have you had a client meeting where you forgot to ask for the latest statement? Or forgot that they were holding another account somewhere else? It happens to the best of us. There is only so much we can remember. And trying to keep notes around these nuances is time […]
Financial Advisors, have a pulse on your meetings
September 5, 2021

Best Practice - Pulse on Your Meetings

Financial Advisors, running an organized advisory practice means having the tools to help you organize your practice operations. Meetings and meeting notes are the life blood of your practice. So naturally, being organized and having a pulse on what is happening is critical for practice management. For this reason, we created the 360 View - […]
Financial Advisors, send a Goal Summary or Bucket list email to clients
August 25, 2021

Best Practice - Send a Bucket List email

Financial Advisors, you help clients with their goals and bucket list items. If you only address those during a "financial planning" meeting, you are missing out on an opportunity. At the start of every year, share with your clients their own goals and bucket list items. Let them know that you are aware of those […]
financial advisors best practices work faster
August 16, 2021

Best Practice - Work Faster

Financial Advisors, how you can work even faster using Pulse360? Let's say you take handwritten notes and want to send out a follow-up? What do you do? Keep opening the handwritten screen, close it, write follow-up? No. We have thought of this for you and allow multiple sign-ins for this reason. In this video, check […]
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