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financial advisors immersive meetings
July 21, 2021

Best Practice - Immersive Meetings

Financial Advisors, during a meeting with a client or prospect, how do you explain complex topics? If you are like most advisors, you are drawing on paper. What if you could make it more immersive and interactive with the client? You can with Pulse360's built-in white boarding feature. You don't need to spend thousands upon […]
financial advisors productive cash needs
July 14, 2021

Best Practice - Cash Needs - Be Proactive

Financial Advisors, during a meeting with a client, you may discover a future cash need for the client. You capture details and also have an idea on which account you will take the funds from. When the time comes and the client calls you to request the funds - how fast can you pull that […]
Document your trades for financial advisors
July 7, 2021

Best Practice - Documenting your trades

Financial Advisors, you could just jot down your trades. However, if you could this in a systematic, scalable way it would be beneficial for your practice and clients. With Pulse360, there are at least 3 ways that you can input trade documentation and have that automatically create tasks and send the notes to Redtail CRM, […]
find next meeting items
June 24, 2021

Best Practice - Find Next Meeting Discussion Points

Financial Advisors, remembering what you need to discuss for your clients at the next meeting can be stressful. Especially if you just store that information in your memory. As David Allen writes in his Getting Things Done book, the first step is to get the information out of our heads and into a reliable system. […]
finding financial advisor handwritten notes
June 17, 2021

Best Practice - Organize and find your handwritten notes

Financial Advisors, there are little things in your practice that waste a lot of time and also add a bit of frustration. For example, when you take handwritten notes, how do you find what you wrote in it again? Let's say a year from now you want to find the anniversary conversation that you had […]
financial advisors document sending automation
June 9, 2021

Best Practice - Send Form CRS or ADV Part 2 automatically

Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that disclosure form or the attorney […]
tack critical investment info financial advisors
June 2, 2021

Best Practice - Track Critical Investment Policy information

Financial Advisors, when it comes to investment policy statements or even just other critical investment information, having an organized system will help you and your practice. For example, if a client has a favorite stock, or has an external account, how are you tracking this today and importantly, how do you pull this up in […]
May 19, 2021

Best Practice - Track Your Opportunities

Financial Advisors, are you still using Excel to track your opportunities? In this week's best practice video, let us show you how you can better track this and never lose sleep again whether you are missing out on an opportunity. And if you are using a Redtail CRM or Wealthbox CRM to track this - […]
May 13, 2021

Best Practice - Increase Referrals from CPAs

As a follow-up to the previous Best Practice Video - Capture Tax Impact, here is another way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, you share clients with CPAs or Tax Advisors. Trying to establish a connection with those professionals is challenging. Other […]
May 12, 2021

Best Practice - Capture Tax Impact

Here is a way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, working with a client throughout the year, there are going to be times that your recommendation creates a tax impact. Capture it, tag it and send out an email to the client […]
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