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financial advisors send an agenda
February 2, 2022

Not Sending a Meeting Agenda Is Costing Your Financial Advisory Practice

Creating and sending an agenda to clients ahead of meetings is one of the best ways to set expectations, keep the meeting on track, and make sure both you and your client show up fully prepared. However, many financial advisors who want to make meeting agendas often give up on the idea because it seems […]
Financial advisor, email, follow up, meetings, notes,Follow-ups, Annual Summaries
January 12, 2022

Miller’s Law for Financial Advisors: Why You Need to Make a Habit of Sending Follow Up Emails

The advice you give as a financial advisor is perhaps the most valuable element of the service you provide. But if a client doesn’t understand your advice or forgets it within an hour of leaving the meeting they had with you, the value of that advice diminishes quickly. That’s the problem you have to contend […]
financial advisor value coins
May 19, 2021

The Forgetting Curve and the Vanishing Value of Financial Advice

Forgetting information we learned is a natural part of life. However, as financial advisors, this process can make it difficult for clients to keep track of the topics discussed and the recommendations we provided. Without that memory of our financial advice, clients will struggle to realize just how much value we’ve created for them. In […]
Get meeting notes better organized by using Tags in Pulse360 - a financial advisor software
December 8, 2020

Use Pulse360’s New Tag Feature to Keep Your Financial Advisor Practice Organized

How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for yourself so that you’ll be reminded later? […]
What’s Changed for Financial Advisors amid the Covid 19 Crisis?
August 13, 2020

What’s Changed for Financial Advisors amid the Covid 19 Crisis?

As markets reel in response to the recent pandemic, the financial advisory industry faces a host of uncertainties. Clients are seeking advice and reassurance, while advisors have their own worries and investment challenges. As well as finding new ways to deal with clients, advisors have had to navigate administrative issues and furlough or even make […]
July 8, 2020

5 Ways to Future-Proof your Financial Advisory Practice

Advisors have been thrown in at the deep end when it comes to technology so here's how to future proof your advisory business and boost productivity
June 9, 2020

Tuesday Comic - More Money

In light of events of last week in the country, we skipped posting a Comic. Here we start again. Trying to make your day a little brighter with comics.
May 26, 2020

Tuesday Comic - Productivity

Trying to make your day a little brighter with comics.
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