February 8, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
February 2, 2022
Not Sending a Meeting Agenda Is Costing Your Financial Advisory Practice
Creating and sending an agenda to clients ahead of meetings is one of the best ways to set expectations, keep the meeting on track, and make sure both you and your client show up fully prepared. However, many financial advisors who want to make meeting agendas often give up on the idea because it seems […]
February 1, 2022
Webinar Replay: How Michael Saved 40-minutes Per Client Communications
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.
February 1, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
January 26, 2022
5 Steps to Better Note Taking During Your Client Meetings
Hastily jotting down all the key points and then hoping you remember enough detail to fill in the rest afterward is not really the most reliable approach to notetaking. Unfortunately, it usually feels like the best you can do when you’re also working to maintain the flow of conversation and keep your client engaged throughout […]
January 25, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
January 19, 2022
The Law of Prägnanz for Financial Advisors: How to Use Visual Elements to Simplify Complex Information
The overarching theme of many principles of UX design is simplicity. Hick’s Law argues that the simpler our options are, the more easily we can make a decision. Miller’s Law argues that the more pieces of information our brain is processing at the same time, the harder it is to process (and the more likely […]
January 18, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
January 12, 2022
Webinar Replay: David's Client Review Process
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 […]
January 12, 2022
Miller’s Law for Financial Advisors: Why You Need to Make a Habit of Sending Follow Up Emails
The advice you give as a financial advisor is perhaps the most valuable element of the service you provide. But if a client doesn’t understand your advice or forgets it within an hour of leaving the meeting they had with you, the value of that advice diminishes quickly. That’s the problem you have to contend […]
