Best Practices for Financial Advisors

Best practices around automations, practice systematization, scaling & growing your financial advisory practice.
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 […]
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 - […]
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 […]
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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