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Financial Advisor Comic https://www.capturegenius.ai/blog/tuesday-comics-36 2022-09-20T12:53:39+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/09/CS169529.jpg Financial Advisor Comic Financial Advisor, hand holding, app, finance, investment, comic https://www.capturegenius.ai/wp-content/uploads/2022/09/CS169529-1024x809.jpg https://www.capturegenius.ai/blog/tuesday-comics-35 2022-09-13T15:58:15+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/09/CS374418.jpg Financial Advisor Comic Financial Advisor, hand holding, app, finance, investment, comic https://www.capturegenius.ai/wp-content/uploads/2022/09/CS374418-1024x806.jpg https://www.capturegenius.ai/blog/tuesday-comics-34 2022-09-06T13:58:17+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/09/CX907282.jpg Financial Advisor Comic Financial Advisor, hand holding, app, finance, investment, comic https://www.capturegenius.ai/wp-content/uploads/2022/09/CX907282-1024x887.jpg https://www.capturegenius.ai/blog/tuesday-comics-33 2022-08-30T14:48:47+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/08/CS490892-scaled.jpg Financial Advisor Comic Financial Advisor, hand holding, app, finance, investment, comic https://www.capturegenius.ai/wp-content/uploads/2022/08/CS490892-1024x1024.jpg https://www.capturegenius.ai/blog/tuesday-comics-32 2022-08-23T14:15:01+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/08/CS114198.jpg Financial Advisor Comic Financial Advisor, hand holding, app, finance, investment, comic https://www.capturegenius.ai/wp-content/uploads/2022/08/CS114198-1024x856.jpg Financial Advisors https://www.capturegenius.ai/blog/tuesday-comics-31 2022-08-16T14:09:31+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/08/CX911377.jpg bitcoin unicorns Financial Advisor, funny, hand holding, app, finance, investment, comic https://www.capturegenius.ai/wp-content/uploads/2022/08/CX911377-686x1024.jpg https://www.capturegenius.ai/blog/webinar-replay-consistently-deliver-high-touch-client-experience 2022-08-09T19:21:01+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/08/high-touch-client-service-financial-advisors-lowrez.jpg high-touch-client-service-financial-advisors-lowrez https://www.youtube.com/embed/CHcNNDgWOgM https://img.youtube.com/vi/CHcNNDgWOgM/hqdefault.jpg Webinar Replay: Consistently Deliver High-touch Client Experience - Pulse360 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. https://www.capturegenius.ai/blog/webinar-replay-let-your-clients-know-that-you-have-a-pulse-on-what-matters-to-them 2022-08-09T18:44:42+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/08/financial-advisors-create-deliverables-lower-rez.jpg financial-advisors-create-deliverables-lower-rez https://www.youtube.com/embed/jSiE8LZDk9M https://img.youtube.com/vi/jSiE8LZDk9M/hqdefault.jpg Webinar Replay: Let Your Clients Know that You Have a Pulse on What Matters - Pulse360 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. https://www.capturegenius.ai/blog/tuesday-comics-30 2022-08-09T15:19:44+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/08/CS265308-1.jpg Financial Advisors Financial Advisor, hand holding, app, finance, investment, comic https://www.capturegenius.ai/wp-content/uploads/2022/08/CS265308-1000x1024.jpg https://www.capturegenius.ai/blog/the-most-important-takeaways-from-daniel-pinks-when-for-financial-advisors 2022-08-03T13:25:47+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/08/Time-of-the-day-scaled.jpg Featured Image Financial Advisor, Implementation, Newsletter, Strategy, Financial Advisor https://www.capturegenius.ai/wp-content/uploads/2022/08/AdobeStock_305312096-1-1024x666.jpeg https://www.youtube.com/embed/RKCX0GDGUoU https://img.youtube.com/vi/RKCX0GDGUoU/hqdefault.jpg The Most Important Takeaways from Daniel Pink’s WHEN for Financial - Pulse360 In Daniel Pink’s book on the science of perfect timing, he lays out the research behind when we are at our most (and least) productive during the day. It turns out that maximizing your work day isn’t about trying to cram as much work as possible into each hour. 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https://www.capturegenius.ai/blog/tuesday-comics%ef%bf%bc-7 2022-03-21T16:53:13+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/03/mban4886h.jpg hedgefund, money, financial advisors, funny https://www.capturegenius.ai/wp-content/uploads/2022/03/mban4886h-847x1024.jpg https://www.capturegenius.ai/blog/tuesday-comics-12 2022-03-14T17:17:48+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/03/llan2642h-1.jpg llan2642h-1 Financial Report, Financial Advisor, Funny, Comics, Stephen King https://www.capturegenius.ai/wp-content/uploads/2022/03/llan2642h-1-853x1024.jpg https://www.capturegenius.ai/blog/tuesday-comics%ef%bf%bc-6 2022-03-07T17:45:27+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2022/03/cgb912266h.jpg Financial advisor, funny, comics, future https://www.capturegenius.ai/wp-content/uploads/2022/03/cgb912266h-1024x853.jpg https://www.capturegenius.ai/blog/how-to-strengthen-your-team-with-ongoing-employee-training-2 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sentimental value https://www.capturegenius.ai/wp-content/uploads/2021/11/mban4003h-848x1024.jpg https://www.capturegenius.ai/blog/using-the-ux-law-of-the-aesthetic-usability-effect-to-optimize-your-financial-practice 2021-11-04T16:10:14+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/11/financial-advisor-ux-law-aesthetic-pulse360-2.jpg financial-advisor-ux-law-aesthetic-pulse360 Financial Advisors, Using the UX Law of the Aesthetic-Usability Effect to Optimize Your Financial Practice https://www.capturegenius.ai/wp-content/uploads/2021/11/AdobeStock_434555847.jpeg https://www.capturegenius.ai/blog/tuesday-comics 2021-11-02T02:06:15+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/11/jkr904276h-scaled.jpg financial advisor-football financial advisor-football https://www.capturegenius.ai/wp-content/uploads/2021/11/jkr904276h-1024x783.jpg https://www.capturegenius.ai/blog/how-to-strengthen-your-team-with-ongoing-employee-training 2021-10-27T18:43:55+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/10/financial-advisor-employee-training-pulse360-scaled.jpg financial-advisor-employee-training-pulse360 Financial Advisors, Strenghten your team with employee training https://www.capturegenius.ai/wp-content/uploads/2021/10/AdobeStock_156385950-1024x722.jpeg https://www.capturegenius.ai/blog/tuesday-comic-2 2021-10-25T18:07:56+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/10/dcrn1317h.jpg Financial Advisor coin flip comic Financial Advisor coin flip comic https://www.capturegenius.ai/wp-content/uploads/2021/10/dcrn1317h-917x1024.jpg financial advisor - coin flip - pulse https://www.capturegenius.ai/blog/how-ux-laws-help-financial-advisors-build-the-best-client-experience 2021-10-20T16:15:13+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/10/financial-advisor-use-ux-laws-for-practice-management-pulse360.jpg financial-advisor-use-ux-laws-for-practice-management-pulse360 Financial Advisors, applying UX law: Parkinso's Law to practice management https://www.capturegenius.ai/blog/tuesday-comic 2021-10-20T16:34:12+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/10/mfln7414h.jpg Financial Advisors,increase your liquidity https://www.capturegenius.ai/wp-content/uploads/2021/10/mfln7414h-1024x907.jpg https://www.capturegenius.ai/blog/automation-for-financial-advisors-how-to-improve-the-scheduling-process 2021-10-13T15:10:23+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/10/financial-advisor-automation-pulse360-no-logo.jpg financial advisor automation advantage schedule advisor financial advisor automation advantage schedule advisor https://www.capturegenius.ai/wp-content/uploads/2021/10/AdobeStock_242349268-1024x683.jpeg https://www.capturegenius.ai/blog/tuesday-comic-financial-planter 2022-03-31T17:11:58+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/10/mhen2h.jpg Financial Planter comic funny advice planner https://www.capturegenius.ai/wp-content/uploads/2021/10/mhen2h-993x1024.jpg https://www.capturegenius.ai/blog/funeral-services-how-a-financial-advisors-value-goes-beyond-returns-or-wealth-management 2021-09-22T15:52:07+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/09/financial-advisor-value-pulse360-no-logo-Medium.jpg financial-advisor-value-pulse360-no-logo (Medium) https://www.capturegenius.ai/wp-content/uploads/2021/09/AdobeStock_252795165-1024x536.jpeg https://www.capturegenius.ai/blog/best-practice-be-ready 2021-09-22T05:03:36+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/09/things-to-remember-file-prep-financial-advisors-pulse360-cover-scaled.jpg Financial Advisors, remember everything around file prep for a meeting. Practice Management Best Practices https://youtu.be/RUi-YQ1fevc https://www.capturegenius.ai/wp-content/uploads/2021/09/things-to-remember-file-prep-financial-advisors-pulse360-cover-scaled.jpg Best Practice - Be Ready - Pulse360 Financial Advisors, how many times have you had a client meeting where you forgot to ask for the latest statement? Or forgot that they were holding another account somewhere else? It happens to the best of us. There is only so much we can remember. And trying to keep notes around these nuances is time consuming and Financial Advisors https://www.youtube.com/embed/RUi-YQ1fevc https://img.youtube.com/vi/RUi-YQ1fevc/hqdefault.jpg Best Practice - Be Ready - Pulse360 Financial Advisors, how many times have you had a client meeting where you forgot to ask for the latest statement? Or forgot that they were holding another account somewhere else? It happens to the best of us. There is only so much we can remember. And trying to keep notes around these nuances is time consuming and Financial Advisors https://www.capturegenius.ai/blog/tuesday-comics-two-cents 2021-09-20T20:28:03+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/09/dcrn543h.jpg investment value https://www.capturegenius.ai/wp-content/uploads/2021/09/dcrn543h-902x1024.jpg https://www.capturegenius.ai/blog/tuesday-comic-girl-just-want-to-have-funds 2021-09-20T20:26:43+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/09/dpin2157h.jpg girl just want to have funds https://www.capturegenius.ai/wp-content/uploads/2021/09/dpin2157h-1024x776.jpg https://www.capturegenius.ai/blog/tuesday-comic-money-manager 2021-09-08T17:46:59+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/09/aban2786h.jpg professinal money manager needed https://www.capturegenius.ai/wp-content/uploads/2021/09/aban2786h-994x1024.jpg https://www.capturegenius.ai/blog/best-practice-pulse-on-your-meetings 2021-09-05T23:46:37+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/09/360view-manage-your-meetings-financial-advisors-pulse360-cover-scaled.jpg 360view-manage-your-meetings-financial-advisors-pulse360-cover https://youtu.be/vw2mKC9T-_0 https://www.capturegenius.ai/wp-content/uploads/2021/09/360view-manage-your-meetings-financial-advisors-pulse360-cover-scaled.jpg Best Practice - Pulse on Your Meetings - Pulse360 Financial Advisors, running an organized advisory practice means having the tools to help you organize your practice operations. Meetings and meeting notes are the life blood of your practice. So naturally, being organized and having a pulse on what is happening is critical for practice management. For this reason, we Financial Advisors https://www.youtube.com/embed/vw2mKC9T-_0 https://img.youtube.com/vi/vw2mKC9T-_0/hqdefault.jpg Best Practice - Pulse on Your Meetings - Pulse360 Financial Advisors, running an organized advisory practice means having the tools to help you organize your practice operations. Meetings and meeting notes are the life blood of your practice. So naturally, being organized and having a pulse on what is happening is critical for practice management. For this reason, we Financial Advisors https://www.capturegenius.ai/blog/18-questions-to-ask-when-choosing-a-crm-for-advisors 2021-08-25T20:24:15+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/selecting-crms-financial-advisor-pulse360-no-logo-Medium.jpg selecting-crms-financial-advisor-pulse360-no-logo (Medium) https://www.capturegenius.ai/wp-content/uploads/2021/08/AdobeStock_316839352-1024x683.jpeg https://www.capturegenius.ai/blog/best-practice-send-a-bucket-list-email 2021-08-25T17:34:23+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/goal-summary-bucket-list-financial-advisors-pulse360-scaled.jpg goal-summary-bucket-list-financial-advisors-pulse360 https://youtu.be/eMPVGVBu170 https://www.capturegenius.ai/wp-content/uploads/2021/08/goal-summary-bucket-list-financial-advisors-pulse360-scaled.jpg Best Practice - Send a Bucket List email - Pulse360 Financial Advisors, you help clients with their goals and bucket list items. If you only address those during a "financial planning" meeting, you are missing out on an opportunity. At the start of every year, share with your clients their own goals and bucket list items. Let them know that you are aware of list email https://www.youtube.com/embed/eMPVGVBu170 https://img.youtube.com/vi/eMPVGVBu170/hqdefault.jpg Best Practice - Send a Bucket List email - Pulse360 Financial Advisors, you help clients with their goals and bucket list items. If you only address those during a "financial planning" meeting, you are missing out on an opportunity. At the start of every year, share with your clients their own goals and bucket list items. Let them know that you are aware of list email https://www.capturegenius.ai/blog/tuesday-comic-midlife-crisis 2021-08-23T20:28:15+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/dgo500552h.jpg midlife crisis advisor financial funny midlife crisis advisor financial funny https://www.capturegenius.ai/wp-content/uploads/2021/08/dgo500552h-784x1024.jpg https://www.capturegenius.ai/blog/tuesday-comic-poor-sleep 2021-08-16T21:57:28+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/pwa900677h.jpg bad sleeping is a high-risk investement https://www.capturegenius.ai/wp-content/uploads/2021/08/pwa900677h-674x1024.jpg https://www.capturegenius.ai/blog/best-practice-work-faster 2021-08-17T04:02:12+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/work-faster-multiple-sign-ins-financial-advisors-pulse360-cover-scaled.jpg work-faster-multiple-sign-ins-financial-advisors-pulse360-cover https://youtu.be/i6RGBuq2xSk https://www.capturegenius.ai/wp-content/uploads/2021/08/work-faster-multiple-sign-ins-financial-advisors-pulse360-cover-scaled.jpg Best Practice - Work Faster - Pulse360 Financial Advisors, how you can work even faster using Pulse360? Let's say you take handwritten notes and want to send out a follow-up? What do you do? Keep opening the handwritten screen, close it, write follow-up? No. We have thought of this for you and allow multiple sign-ins for this reason. In this video, https://www.youtube.com/embed/i6RGBuq2xSk https://img.youtube.com/vi/i6RGBuq2xSk/hqdefault.jpg Best Practice - Work Faster - Pulse360 Financial Advisors, how you can work even faster using Pulse360? Let's say you take handwritten notes and want to send out a follow-up? What do you do? Keep opening the handwritten screen, close it, write follow-up? No. We have thought of this for you and allow multiple sign-ins for this reason. In this video, https://www.capturegenius.ai/blog/your-advisory-practice-is-at-risk-without-a-succession-plan-heres-how-to-make-one 2021-08-11T16:55:15+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/do-you-have-succession-plan-financial-advisors-pulse360-no-logo-Medium.jpg do-you-have-succession-plan-financial-advisors-pulse360-no-logo (Medium) https://www.capturegenius.ai/wp-content/uploads/2021/08/Financial-success-and-green-business-1024x576.jpeg https://www.capturegenius.ai/blog/best-practice-future-proof-your-practice 2021-08-11T17:35:46+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/succession-plan-financial-advisors-cover-Medium.jpg succession-plan-financial-advisors - cover (Medium) https://youtu.be/0ci10BB6hjw https://www.capturegenius.ai/wp-content/uploads/2021/08/succession-plan-financial-advisors-cover-Medium.jpg Best Practice - Future Proof Your Advisory Practice - Pulse360 Financial Advisors, you help clients plan for emergencies all day, every day. Have you thought of your own practice succession plan? If so, is it actually actionable? God forbid, something were to happen to you - can your successor step in your shoes and continue to help your clients without skipping a beat? It's https://www.youtube.com/embed/0ci10BB6hjw https://img.youtube.com/vi/0ci10BB6hjw/hqdefault.jpg Best Practice - Future Proof Your Advisory Practice - Pulse360 Financial Advisors, you help clients plan for emergencies all day, every day. Have you thought of your own practice succession plan? If so, is it actually actionable? God forbid, something were to happen to you - can your successor step in your shoes and continue to help your clients without skipping a beat? It's https://www.capturegenius.ai/blog/tuesday-comic-tooth-accountant 2021-08-09T20:07:11+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/the-tooth-accountant-e1632495200359.jpg the tooth accountant https://www.capturegenius.ai/wp-content/uploads/2021/08/the-tooth-accountant-1024x945.jpg https://www.capturegenius.ai/blog/best-practice-filter-your-notes 2021-08-04T17:45:22+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/search-your-notes-financial-advisors-cover-scaled.jpg search-your-notes-financial-advisors https://youtu.be/E2Ap1ExFLPo https://www.capturegenius.ai/wp-content/uploads/2021/08/search-your-notes-financial-advisors-cover-scaled.jpg Best Practice - Filter Your Notes - Pulse360 Financial Advisors, information is key. But finding the right information at the right time is the ultimate productivity boost you can have for your practice. Naturally, there are plenty of places that client information resides today. Let's take an example of inefficiencies that are built into your practice today https://www.youtube.com/embed/E2Ap1ExFLPo https://img.youtube.com/vi/E2Ap1ExFLPo/hqdefault.jpg Best Practice - Filter Your Notes - Pulse360 Financial Advisors, information is key. But finding the right information at the right time is the ultimate productivity boost you can have for your practice. Naturally, there are plenty of places that client information resides today. Let's take an example of inefficiencies that are built into your practice today https://www.capturegenius.ai/blog/how-financial-advisors-can-help-clients-avoid-phishing-and-identity-theft-attempts 2021-08-04T17:25:50+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/help-clients-from-phishing-attempts-financial-advisors-pulse360-no-logo-Medium.jpg help-clients-from-phishing-attempts-financial-advisors-pulse360-no-logo (Medium) https://www.capturegenius.ai/wp-content/uploads/2021/08/Help-Clients-Avoid-Phishing-and-Identity-Theft-Attempts-1024x624.jpeg https://www.capturegenius.ai/blog/tuesday-comic-glass-of-water 2021-08-04T00:23:20+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/08/comic-funny-financial-advisor-water-liquidity.jpg comic funny financial advisor water liquidity comic funny financial advisor water liquidity https://www.capturegenius.ai/wp-content/uploads/2021/08/comic-funny-financial-advisor-water-liquidity-1024x907.jpg https://www.capturegenius.ai/blog/financial-advisors-need-to-get-serious-about-implementing-tech 2021-07-27T23:42:37+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/financial-advisor-technology-as-helpful-pulse360-no-logo-Medium.jpg financial advisor tech workflow automate technology system financial advisor tech workflow automate technology system https://www.capturegenius.ai/wp-content/uploads/2021/07/Daily-team-meeting-around-agile-product-development-board-with-scrum-or-kanban-framework-lean-methodology-iterative-or-incremental-organization-project-management-strategy-for-software-design-1024x612.jpeg https://www.capturegenius.ai/blog/best-practice-fast-note-captures 2021-07-27T23:23:47+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/get-a-note-capture-quickly-pulse360-cover-scaled.jpg get-a-note-capture-quickly-pulse360-cover https://youtu.be/WPxoNuRURaA https://www.capturegenius.ai/wp-content/uploads/2021/07/get-a-note-capture-quickly-pulse360-cover-scaled.jpg Best Practice - Fast Note Captures - Pulse360 Financial Advisors, you run a busy practice. What do you do when you need to write down a note? On paper? Post-it notes? In Microsoft Word? The problem with the above methods is that when you want to search for them, you are wasting your time. When your team needs the info, you will start to type that up in an email to https://www.youtube.com/embed/WPxoNuRURaA https://img.youtube.com/vi/WPxoNuRURaA/hqdefault.jpg Best Practice - Fast Note Captures - Pulse360 Financial Advisors, you run a busy practice. What do you do when you need to write down a note? On paper? Post-it notes? In Microsoft Word? The problem with the above methods is that when you want to search for them, you are wasting your time. When your team needs the info, you will start to type that up in an email to https://www.capturegenius.ai/blog/tuesday-comic-buying-a-house 2021-07-26T19:01:59+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/best-time-to-get-a-mortgage.jpg best time to get a mortgage https://www.capturegenius.ai/wp-content/uploads/2021/07/best-time-to-get-a-mortgage.jpg https://www.capturegenius.ai/blog/best-practice-immersive-meetings 2021-07-21T23:43:06+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/make-your-meetings-immersive-pulse360-cover-scaled.jpg make-your-meetings-immersive-pulse360-cover https://youtu.be/TJ8AGMVE6vk https://www.capturegenius.ai/wp-content/uploads/2021/07/make-your-meetings-immersive-pulse360-cover-scaled.jpg Best Practice - Immersive Meetings - Pulse360 Financial Advisors, during a meeting with a client or prospect, how do you explain complex topics? If you are like most advisors, you are drawing on paper. What if you could make it more immersive and interactive with the client? You can with Pulse360's built-in white boarding feature. You don't need to spend https://www.youtube.com/embed/TJ8AGMVE6vk https://img.youtube.com/vi/TJ8AGMVE6vk/hqdefault.jpg Best Practice - Immersive Meetings - Pulse360 Financial Advisors, during a meeting with a client or prospect, how do you explain complex topics? If you are like most advisors, you are drawing on paper. What if you could make it more immersive and interactive with the client? You can with Pulse360's built-in white boarding feature. You don't need to spend https://www.capturegenius.ai/blog/financial-advisors-quit-talking-about-returns-start-talking-about-financial-goals 2021-07-22T19:03:50+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/quit-talking-about-returns-financial-advisors-no-logo-Medium.jpg setting goals and sticking to them financial advisor returns setting goals and sticking to them financial advisor returns https://www.capturegenius.ai/wp-content/uploads/2021/07/financial-advisors-planning-strategy-1024x484.jpeg https://www.capturegenius.ai/blog/tuesday-comic-topsy-turvey 2021-07-20T23:39:48+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/topsy-turvey-financial-term.jpg topsy turvey financial term https://www.capturegenius.ai/wp-content/uploads/2021/07/topsy-turvey-financial-term-1024x912.jpg https://www.capturegenius.ai/blog/best-practice-cash-needs-be-proactive 2021-07-14T17:03:43+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/track-cash-needs-financial-advisors-pulse360-cover-scaled.jpg track-cash-needs-financial-advisors-pulse360 https://youtu.be/mYH8GeoTvbA https://www.capturegenius.ai/wp-content/uploads/2021/07/track-cash-needs-financial-advisors-pulse360-cover-scaled.jpg Best Practice - Cash Needs - Be Proactive - Pulse360 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 info up? What about being https://www.youtube.com/embed/mYH8GeoTvbA https://img.youtube.com/vi/mYH8GeoTvbA/hqdefault.jpg Best Practice - Cash Needs - Be Proactive - Pulse360 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 info up? What about being https://www.capturegenius.ai/blog/tuesday-comic-working-capital 2021-07-31T11:20:43+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/working-capital-financial-advisor-funny-comic-lazy.jpg working capital financial advisor funny comic lazy working capital financial advisor funny comic lazy https://www.capturegenius.ai/wp-content/uploads/2021/07/working-capital-financial-advisor-funny-comic-lazy.jpg https://www.capturegenius.ai/blog/best-practice-documenting-your-trades-for-financial-advisors 2021-07-08T04:22:15+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/documenting-trade-tasks-financial-advisors-pulse360-cover-Medium.jpg documenting-trade-tasks-financial-advisors-pulse360 https://youtu.be/Eoxdn9EQKrY https://www.capturegenius.ai/wp-content/uploads/2021/07/documenting-trade-tasks-financial-advisors-pulse360-cover-Medium.jpg Best Practice - Documenting your trades - Pulse360 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 https://www.youtube.com/embed/Eoxdn9EQKrY https://img.youtube.com/vi/Eoxdn9EQKrY/hqdefault.jpg Best Practice - Documenting your trades - Pulse360 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 https://www.capturegenius.ai/blog/tuesday-comic-401-kave 2021-07-06T16:27:57+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/07/the-401-Kave-plan.jpg the 401-Kave plan https://www.capturegenius.ai/wp-content/uploads/2021/07/401-Kave-plan-1024x964.jpg https://www.capturegenius.ai/blog/how-to-build-an-effective-organization-system-for-tracking-tax-impact 2021-06-30T17:20:23+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/capture-tax-impact-financial-advisors-blog-pulse360-nologo-moz-scaled.jpg no logo Pulse360 CPA Tax time referral advisor no logo Pulse360 CPA Tax time referral advisor https://www.capturegenius.ai/wp-content/uploads/2021/06/Woman-hand-use-smartphone-in-public-area-with-1-new-email-alert-sign-icon-pop-up-Communication-business-technology--1024x683.jpeg https://www.youtube.com/embed/BwDKMsa7QIc https://img.youtube.com/vi/BwDKMsa7QIc/hqdefault.jpg How to Build an Effective Organization System for Tracking Tax Impact - Pulse360 Tax season can be a stressful time for anyone who works in a financial service position. For financial advisors, tracking down every single transaction or trade you did for every single client you have to accurately measure the tax impact of those transactions can be a lot of work. I’ve found that taking a proactive https://www.capturegenius.ai/blog/tuesday-comic-sunblock 2021-06-30T16:49:22+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/sunblock.jpg https://www.capturegenius.ai/wp-content/uploads/2021/06/sunblock-1024x742.jpg https://www.capturegenius.ai/blog/tuesday-comic-recession 2021-10-07T11:25:03+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/I-feel-a-recession-coming-comic.jpg I feel a recession coming comic I feel a recession coming comic https://www.capturegenius.ai/wp-content/uploads/2021/06/I-feel-a-recession-coming-comic.jpg I feel a recession coming comic https://www.capturegenius.ai/blog/tuesday-comic-tooth-fairy 2021-10-07T11:20:10+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/tooth-fairy---reverse-mortgage-comic.jpg tooth fairy - reverse mortgage comic https://www.capturegenius.ai/wp-content/uploads/2021/06/tooth-fairy---reverse-mortgage-comic.jpg tooth fairy - reverse mortgage comic https://www.capturegenius.ai/blog/6-benefits-financial-advisors-provide-their-senior-clients 2021-10-07T11:29:08+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/Senior-couple-with-consultant-at-the-office.jpeg Senior couple with consultant at the office https://www.capturegenius.ai/wp-content/uploads/2021/06/Happy-elderly-60s-couple-sit-rest-on-couch-at-home-pay-household.jpeg https://www.capturegenius.ai/blog/5-books-on-running-a-successful-advisory-firm-that-every-financial-advisor-should-read-2 2021-07-07T20:05:38+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/best-books-forfinancial-advisors-nologo-pulse360-Medium.jpg best-books-for=financial-advisors-nologo-pulse360 (Medium) https://www.capturegenius.ai/wp-content/uploads/2021/06/AdobeStock_272072948-scaled-1-1024x683.jpeg https://www.capturegenius.ai/blog/how-to-communicate-the-value-of-behavioral-coaching 2021-06-30T18:51:46+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/behavioral-coaching-financial-advisors-pulse360-nologo-moz-1-scaled.jpg behavioral-coaching-financial-advisors-pulse360 - nologo - moz https://www.capturegenius.ai/wp-content/uploads/2021/05/AdobeStock_236389781-scaled-1-1024x683.jpeg https://www.capturegenius.ai/blog/best-practice-find-next-meeting-discussion-points 2021-06-26T00:15:03+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/find-next-meeting-items-pulse360-cover-scaled.jpg find next meeting items pulse360 - cover find next meeting items https://youtu.be/DwhBPJl1xAc https://www.capturegenius.ai/wp-content/uploads/2021/06/find-next-meeting-items-pulse360-cover-scaled.jpg Best Practice - Find Next Meeting Discussion Points - Pulse360 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. If https://www.youtube.com/embed/DwhBPJl1xAc https://img.youtube.com/vi/DwhBPJl1xAc/hqdefault.jpg Best Practice - Find Next Meeting Discussion Points - Pulse360 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. If https://www.capturegenius.ai/blog/best-practice-organize-and-find-your-handwritten-notes 2021-06-26T05:26:58+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/finding-financial-advisor-handwritten-notes-pulse360-1.jpg finding financial advisor handwritten notes pulse360 finding financial advisor handwritten notes https://youtu.be/na1Grkvp9sA https://www.capturegenius.ai/wp-content/uploads/2021/06/finding-financial-advisor-handwritten-notes-pulse360-1.jpg Best Practice - Organize and find your handwritten notes - Pulse360 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 documented. Today, https://www.youtube.com/embed/na1Grkvp9sA https://img.youtube.com/vi/na1Grkvp9sA/hqdefault.jpg Best Practice - Organize and find your handwritten notes - Pulse360 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 documented. Today, https://www.capturegenius.ai/blog/best-practice-send-form-crs-or-adv-part-2-automatically 2021-06-26T05:30:27+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/financial-advisors-document-sending-automation-pulse360.jpg financial advisors document sending automation pulse360 https://youtu.be/bbygFctK0Dg https://www.capturegenius.ai/wp-content/uploads/2021/06/financial-advisors-document-sending-automation-pulse360.jpg Best Practice - Send Form CRS or ADV Part 2 automatically - Pulse360 Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that disclosure form or the attorney referral https://www.youtube.com/embed/bbygFctK0Dg https://img.youtube.com/vi/bbygFctK0Dg/hqdefault.jpg Best Practice - Send Form CRS or ADV Part 2 automatically - Pulse360 Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that disclosure form or the attorney referral https://www.capturegenius.ai/blog/5-books-on-running-a-successful-advisory-firm-that-every-financial-advisor-should-read 2021-06-20T17:03:09+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/AdobeStock_272072948-scaled.jpeg Woman reading book at evening at home close up https://www.capturegenius.ai/wp-content/uploads/2021/06/AdobeStock_272072948-1024x683.jpeg https://www.capturegenius.ai/blog/tuesday-comic-ice-cream 2021-06-26T05:19:23+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/ice-cream.jpg https://www.capturegenius.ai/wp-content/uploads/2021/06/ice-cream-2.jpg https://www.capturegenius.ai/blog/best-practice-track-investment-policy-statement-info 2021-06-30T06:05:51+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/tack-critical-investment-info-financial-advisors-pulse360-1.jpg tack critical investment info financial advisors pulse360 tack critical investment info financial advisors https://youtu.be/EQf9o_bxxCQ https://www.capturegenius.ai/wp-content/uploads/2021/06/tack-critical-investment-info-financial-advisors-pulse360-1.jpg Best Practice - Track Critical Investment Policy information - Pulse360 Financial Advisors, when it comes to investment policy statements or even just other critical investment information, having an organized system will help you and your practice. For example, if a client has a favorite stock, or has an external account, how are you tracking this today and importantly, how do you pull https://www.youtube.com/embed/EQf9o_bxxCQ https://img.youtube.com/vi/EQf9o_bxxCQ/hqdefault.jpg Best Practice - Track Critical Investment Policy information - Pulse360 Financial Advisors, when it comes to investment policy statements or even just other critical investment information, having an organized system will help you and your practice. For example, if a client has a favorite stock, or has an external account, how are you tracking this today and importantly, how do you pull https://www.capturegenius.ai/blog/explain-client-services-on-handling-a-mistake 2024-06-22T17:13:24+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/Explain-Client-Services-on-Handling-a-Mistake.jpeg Explain Client Services on Handling a Mistake https://www.capturegenius.ai/wp-content/uploads/2021/06/Explain-Client-Services-on-Handling-a-Mistake.jpeg https://www.capturegenius.ai/blog/tuesday-comic-hands-up 2021-06-26T05:19:28+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/06/hands-up.jpg https://www.capturegenius.ai/wp-content/uploads/2021/06/hands-up.jpg https://www.capturegenius.ai/blog/tuesday-comic-investment-statement 2021-06-01T05:24:26+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/statement-1.jpg Financial Advisor Investor Statement Comic https://www.capturegenius.ai/wp-content/uploads/2021/05/statement.jpg https://www.capturegenius.ai/blog/best-practice-track-your-opportunities 2021-06-26T05:15:30+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/tracking-opportunities-financial-advisors-pulse360-cover-scaled.jpg tracking-opportunities-financial-advisors-pulse360-cover https://youtu.be/TmKVq6hS1Xw https://www.capturegenius.ai/wp-content/uploads/2021/05/tracking-opportunities-financial-advisors-pulse360-cover-scaled.jpg Best Practice - Track Your Opportunities - Pulse360 Financial Advisors, are you still using Excel to track your opportunities? In this week's best practice video, let us show you how you can better track this and never lose sleep again whether you are missing out on an opportunity. And if you are using a Redtail CRM or Wealthbox CRM to track this - kudos to you. https://www.youtube.com/embed/TmKVq6hS1Xw https://img.youtube.com/vi/TmKVq6hS1Xw/hqdefault.jpg Best Practice - Track Your Opportunities - Pulse360 Financial Advisors, are you still using Excel to track your opportunities? In this week's best practice video, let us show you how you can better track this and never lose sleep again whether you are missing out on an opportunity. And if you are using a Redtail CRM or Wealthbox CRM to track this - kudos to you. https://www.capturegenius.ai/blog/the-forgetting-curve-and-the-vanishing-value-of-financial-advice 2021-06-30T06:06:53+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/AdobeStock_258961108-scaled-1.jpeg financial advisor value coins https://www.capturegenius.ai/wp-content/uploads/2021/05/f-curve-1024x602.jpg https://www.capturegenius.ai/blog/tuesday-comic-cats 2021-05-23T17:23:23+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/gra051206h-1.jpg https://www.capturegenius.ai/wp-content/uploads/2021/05/gra051206h-839x1024.jpg https://www.capturegenius.ai/blog/best-practice-increase-referrals-from-cpas 2021-06-26T05:15:41+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/get-more-referrals-from-cpas-pulse360-scaled.jpg get-more-referrals-from-cpas-pulse360 https://youtu.be/BwDKMsa7QIc https://www.capturegenius.ai/wp-content/uploads/2021/05/get-more-referrals-from-cpas-pulse360-scaled.jpg Best Practice - Increase Referrals from CPAs - Pulse360 As a follow-up to the previous Best Practice Video - Capture Tax Impact, here is another way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, you share clients with CPAs or Tax Advisors. Trying to establish a connection with those professionals is https://www.youtube.com/embed/BwDKMsa7QIc https://img.youtube.com/vi/BwDKMsa7QIc/hqdefault.jpg Best Practice - Increase Referrals from CPAs - Pulse360 As a follow-up to the previous Best Practice Video - Capture Tax Impact, here is another way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, you share clients with CPAs or Tax Advisors. Trying to establish a connection with those professionals is https://www.capturegenius.ai/blog/best-practice-capture-tax-impact 2021-06-26T05:16:53+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/tax-impact-pulse360-scaled.jpg tax-impact-pulse360 https://youtu.be/BwDKMsa7QIc https://www.capturegenius.ai/wp-content/uploads/2021/05/tax-impact-pulse360-scaled.jpg Best Practice - Capture Tax Impact - Pulse360 Here is a way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, working with a client throughout the year, there are going to be times that your recommendation creates a tax impact. Capture it, tag it and send out an email to the client easily. They can https://www.youtube.com/embed/BwDKMsa7QIc https://img.youtube.com/vi/BwDKMsa7QIc/hqdefault.jpg Best Practice - Capture Tax Impact - Pulse360 Here is a way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, working with a client throughout the year, there are going to be times that your recommendation creates a tax impact. Capture it, tag it and send out an email to the client easily. They can https://www.capturegenius.ai/blog/tuesday-comic-collateral 2021-06-26T05:18:56+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/vsh0857h-1.jpg https://www.capturegenius.ai/wp-content/uploads/2021/05/vsh0857h-1-896x1024.jpg https://www.capturegenius.ai/blog/3-steps-financial-advisors-can-take-to-communicate-value-to-clients 2021-05-05T10:00:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/11/AdobeStock_244337520-Large-1.jpeg Growth value, increase value, value added or business growth concept. Businessman is pulling up circle progress bar with the word VALUE on dark tone background. https://www.capturegenius.ai/wp-content/uploads/2020/11/AdobeStock_291613526-Large-1-1024x683.jpeg https://www.capturegenius.ai/blog/tuesday-comic-dragon 2021-05-24T22:58:16+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/cgan2467h.jpg Hoarding Cash Comic - for Financial Advisors https://www.capturegenius.ai/wp-content/uploads/2021/05/cgan2467h-1-917x1024.jpg Dragon shares online https://www.capturegenius.ai/blog/tuesday-comic-student-loans 2021-06-26T05:23:14+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/04/student-loan-1.jpg student-loan https://www.capturegenius.ai/wp-content/uploads/2021/04/student-loan-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-out-of-the-box 2021-06-26T05:22:59+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/04/out-of-the-box-1.jpg out-of-the-box https://www.capturegenius.ai/wp-content/uploads/2021/04/out-of-the-box-1-716x1024.jpg https://www.capturegenius.ai/blog/tuesday-comic-allowance 2021-06-12T14:28:31+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/05/allowance.jpg https://www.capturegenius.ai/wp-content/uploads/2021/03/allowance-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-tuition 2021-03-02T11:26:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/03/tuition-1.jpg https://www.capturegenius.ai/wp-content/uploads/2021/03/tuition-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-liquidity-2 2022-09-19T15:04:09+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/02/Liquidility-1.jpg Liquidility https://www.capturegenius.ai/wp-content/uploads/2021/02/Liquidility-1-1024x750.jpg https://www.capturegenius.ai/blog/tuesday-comic-dollar-value 2021-06-26T05:22:53+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/02/dollar-value-1.jpg dollar-value https://www.capturegenius.ai/wp-content/uploads/2021/02/dollar-value-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-market-rumors 2021-06-26T05:23:06+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/02/tv-market-1.jpg https://www.capturegenius.ai/blog/financial-advisors-do-you-know-your-value 2021-12-01T19:29:09+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/02/AdobeStock_88779244-Medium-1.jpeg value proposition customer concept vector icon illustration https://www.capturegenius.ai/blog/tuesday-comic-inaccuracies 2021-02-02T11:00:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/02/llan610h-Medium-1.jpg llan610h-Medium https://www.capturegenius.ai/blog/tuesday-comic-financing 2021-01-26T19:37:44+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/01/sand-castle-1.jpg sand-castle https://www.capturegenius.ai/wp-content/uploads/2021/01/sand-castle-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-value-of-dollar 2021-01-19T10:28:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/01/tdcomic-allowance-1.jpg tdcomic-allowance https://www.capturegenius.ai/wp-content/uploads/2021/01/tdcomic-allowance-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-pie-chart 2021-01-12T11:00:59+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/01/Tart-Chart-2.jpg https://www.capturegenius.ai/wp-content/uploads/2021/01/Tart-Chart-1-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-supply-demand-rumor 2021-01-05T18:38:07+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2021/01/market-comic-1.jpg market-comic https://www.capturegenius.ai/wp-content/uploads/2021/01/market-comic-1.jpg https://www.capturegenius.ai/blog/the-future-value-of-a-financial-advisors-expertise 2021-06-26T05:24:35+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/12/AdobeStock_88779244-Medium-1.jpeg value proposition customer concept vector icon illustration https://www.capturegenius.ai/wp-content/uploads/2020/12/AdobeStock_171983502-Medium-1-1024x683.jpeg https://www.capturegenius.ai/blog/tuesday-comic-weight 2020-12-29T11:00:03+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/12/tuesday-comic-pound-1.jpg tuesday-comic-pound https://www.capturegenius.ai/wp-content/uploads/2020/12/tuesday-comic-pound-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-christmas 2020-12-22T17:33:46+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/12/christmas-comic-1.jpg christmas-comic https://www.capturegenius.ai/wp-content/uploads/2020/12/christmas-comic-1-758x1024.jpg https://www.capturegenius.ai/blog/tuesday-comic-hot-stocks 2020-12-15T11:00:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/12/akjdsfk-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/12/akjdsfk-1.jpg https://www.capturegenius.ai/blog/use-pulse360s-new-tag-feature-to-keep-your-financial-advisor-practice-organized 2020-12-08T21:39:27+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/12/get-organized-with-tags-in-Pulse360-advisor-software-1.png get-organized-with-tags-in-Pulse360-advisor-software https://www.capturegenius.ai/wp-content/uploads/2020/12/meeting-summary-created-in-pulse360-1-1-1024x557.png Meeting Summary created in Pulse360 software for financial advisors https://www.capturegenius.ai/blog/tuesday-comic-investment-decisions 2020-12-08T11:00:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/12/jthgdfas-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/12/jthgdfas-1.jpg https://www.capturegenius.ai/blog/how-to-pick-a-great-gift-for-your-client 2021-06-26T05:24:39+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/12/sdf-1.jpeg Colleagues congratulating coworker receiving gift box and birthd https://www.capturegenius.ai/wp-content/uploads/2020/12/ialsdufjl-2-1-1024x341.jpeg https://www.capturegenius.ai/blog/tuesday-comic-stress-test 2020-12-01T16:00:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/11/asdf-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/11/asdf-1.jpg https://www.capturegenius.ai/blog/tuesday-comic-future-investments 2020-11-24T16:00:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/11/gwhn364h-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/11/gwhn364h-1-1024x818.jpg https://www.capturegenius.ai/blog/tuesday-comic-forget-allowance 2020-11-17T16:00:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/11/11-16-2020-scaled-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/11/11-16-2020-1024x852.jpg https://www.capturegenius.ai/blog/tuesday-comic-retirement 2020-11-10T16:00:00+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/11/11-9-2020-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/11/11-9-2020-1-762x1024.jpg https://www.capturegenius.ai/blog/whats-changed-for-financial-advisors-amid-the-covid-19-crisis 2021-09-17T14:27:05+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/07/What-s-Changed-for-Financial-Advisors-amid-the-Covid-19-Crisis-.png What’s Changed for Financial Advisors amid the Covid 19 Crisis? https://www.capturegenius.ai/wp-content/uploads/2020/07/113158155_optimised-1-stockimpact_29062020-nc-1-1024x832.png https://www.capturegenius.ai/blog/future-proof-financial-advisor-practice 2021-11-16T19:02:13+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/07/AdobeStock_208707495-Small-1.jpeg Hand is writing future proof your business. https://www.capturegenius.ai/blog/tuesday-comic-client-relationship-management 2020-07-08T00:43:52+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/07/forn2481h-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/07/forn2481h-1-1024x761.jpg https://www.capturegenius.ai/blog/anand951 2020-06-30T19:25:53+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/06/hscn760h-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/06/hscn760h-1-1024x836.jpg https://www.capturegenius.ai/blog/tuesday-comic-decisions 2020-06-17T00:21:16+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/06/dcrn947h-1.jpg https://www.capturegenius.ai/wp-content/uploads/2020/06/dcrn947h-1-844x1024.jpg https://www.capturegenius.ai/blog/tuesday-comic-more-money 2020-06-09T14:35:22+00:00 weekly 0.8 https://www.capturegenius.ai/wp-content/uploads/2020/06/mfrn73h-scaled-1.jpg Financial Crisis solution https://www.capturegenius.ai/wp-content/uploads/2020/06/mfrn73h-735x1024.jpg https://www.capturegenius.ai/blog/tuesday-comic-productivity 2020-05-26T19:14:16+00:00 weekly 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