In this webinar, you will learn how to provide a high-touch client experience as a financial advisor. As a financial advisor, you no longer need to come to a halt in order to provide a high-touch client experience.
Anand Sheth, the founder of Pulse360, discusses some ideas for different deliverables that financial advisors can create in the Pulse360 application in this webinar. As a financial advisor, it is critical that you communicate to your clients that you are listening to them.
From an article in Horsesmouth What’s Working Now: Looking for a shortcut to efficiency? Here’s one advisor’s way. With Pulse360, he has become more organized, automated note-taking and workflows, reduced anxiety and stress and freed up valuable brain space. Plus he’s able to delight clients by following up meetings almost immediately with a pertinent summary. Editor’s […]
In this webinar, see how Michael Mustian, a financial advisor, is using Pulse360 and Holistiplan to deliver advice and how he has built Pulse360's templates and Note templates.
In this webinar, see how Michael Mustian, a financial advisor, is using Pulse360 and Holistiplan to deliver advice and how he has built Pulse360's templates and Note templates.
David held a webinar on how he uses Riskalyze and Pulse360 to automate and streamline his virtual client reviews. This helps him save time, deliver value to his clients AND have a record for compliance. Check out the video below: And if you would like to receive the process template, please send us an email […]
