How much time & money will you save by streamlining?

Financial Advisor practices, like yours, save $1,600 a month by streamlining the entire meeting process using Pulse360.

Enter your number of meetings per week

h

Enter your hourly rate

$

The average hourly rate for a financial advisor is $100 per hour

You can save

$__ per month

& get back __ hours per month

See how you can save $X per month

Accomplish this 👇

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

Avoid this 👇

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

On average, you spend 50-minutes for 1 meeting doing prep and sending out meeting follow-ups. Do the same in half the time with Pulse360. 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.
Calculation Details: We estimate it will take you 25-minutes (instead of 50-minutes) for prep and follow-up once you implement our best practices in using Pulse360. The formula is simple: (# of meetings x 50 minutes)-(# of meetings x 25 minutes) = time saved. Then, time saved x hourly rate gives you the dollar figure saved. We convert this to monthly #s. Your results may vary in practice based on your complexity.

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