How do you stand out to your prospects?
Your handwritten notes instantly available to your team.
Systematize entire client reviews process
Summarize an entire year in 20-seconds
EXPLORE ALL USE CASES
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Explore All Use Cases
Change is not easy.
See the impact on your practice with a more streamlined approach
What does your current
meeting prep and follow-ups cost you?
Enter your number of meetings per week
Enter your hourly rate
Meeting prep and follow-up costs you
hours per week not spent with clients
You spend more time behind a computer
Your agendas and follow-ups are manual
You keep re-inventing the wheel
Certainly not a scalable way
Things fall through the cracks
With Pulse360, you will save
& get back
hours per week
More time with clients available
Agendas and follow-ups streamlined
Systematized - no more re-inventing the wheel
Scalable - future proof your growth
No more cracks
On average, you spend 50-minutes for 1 meeting doing prep and sending out meeting follow-ups. According to Michael Kitces and many financial advisors, our estimate is conservative. Michael's research shows 36-minutes spent JUST in meeting prep alone. Follow-up is even more. We have linked his research - click to read it.
Question: Where will you be in 6-months time if you automate and streamline your meetings?
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