Will I need to change the way I work?
If you're like most financial advisors, you spend a lot of time writing advice for your clients. And if you're like most financial advisors, you're probably not too thrilled about it. After all, it's time-consuming, and it's not exactly the most exciting way to use your skills.
Fortunately, there's a better way - if you are not opposed to a change. With Pulse360, you can use templates to quickly generate custom advice for your clients. This means that you can spend less time writing and more time doing what you love. And if that's not enough to convince you, remember that we offer a no-risk 90-day guarantee.
So why not give Pulse360 a try today? You may just find that it's the best thing since sliced bread.
How much training will our team need?
We have found that a couple of 1 on 1 training sessions is all it takes to get you up and running. Our detailed walkthroughs and demos are also availalble to quickly answer any questions.
And if you have any questions, you can always reach out to us. We pride in deliver value and service to you.
Can I be sure my clients will receive personalized - not standardized advice?
Short answer: Absolutely - you start with a baseline template and customize and personalize to your heart's content.
I already store my notes in my CRM - why change to Pulse360?
Pulse360 is not a CRM like Redtail CRM, Wealthbox CRM, Salesforce CRM or any other financial advisor CRM.
Typically the notes you enter in a CRM are short-hand because you and your team want to quickly get those notes in. Using Pulse360, you have the power of short-hand to convert to client facing notes via the note templates. This avoids you having to do the same work twice if you want to then send out a follow-up based on your "short-hand" notes.
Pulse360 currently integrates with Redtail CRM, Wealthbox CRM, and Salesforce CRM.
Combine your CRM with the power of Pulse360 and you will be able to power up your notes and create a follow-up Annual Summary in 20-seconds or less.