Best Practices for Financial Advisors

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