Anand Sheth

Joined: November 13, 2023
Articles: 33

Client Wow Templates, Servicing Templates, Templates

Beneficiary Update

Give peace of mind to your clients by sending a beneficiary confirm email using Pulse360

Beneficiary Update Template Easily send beneficiary update confirmation email to your clients. Give them peace of mind. Show your professionalism Cost: $25 Back to Templates I want this template See My Cart

Anand Sheth
January 28, 2025

Onboarding Templates, Servicing Templates, Templates

Onboarding Template

Wow your clients when they request cash by sending a cash distribution email created from Pulse360

Onboarding Email #1 Template Put your best foot forward when onboarding your clients. This first email that you can fully customize will help introduce your firm and team members to them. Show your professionalism from Day 1. Cost: $25 Back…

Anand Sheth
January 27, 2025

Agenda Templates, Prospect Templates, Templates

Prospect Agenda

Wow your prospects by sending a professional agenda using Pulse360

This is an excerpt. This is for advisors who want to wow clients

Anand Sheth
January 18, 2025

Servicing Templates, Templates

Cash Distribution Template

Cash Distribution Template Elevate your client experience by sending a quick email when your client requests cash to be sent to them. They will thank you for confirming to them that you heard them. Cost: $25 Back to Templates I…

Anand Sheth
January 18, 2025

Basic, Walkthrough

Creating SmartFields

SmartFields allow you to customize your notes. See how to create To enable sound & full screen mode – click top right Stuck? Reach out to us Email us Contact Us Schedule a Zoom call with us Schedule