Anand Sheth

Two powerful AI Engines – AI Writer and NoteGenius Learn how to utilize NoteGenius and AI Writer to create effective client communications, including their differences and applications. Spend time on this page if these are your goals Check out the…

Pulse360 and Your CRM – How do we dance? Explore how Pulse360 works with Redtail, Wealthbox, and Salesforce CRM and how it benefits your practice. Spend time on this page if these are your goals Check out the 5-minute video…

Enhanced Client Communication with Pulse Documents Learn how the Documents feature in Pulse360 can improve client experiences and streamline your practice’s operations Spend time on this page if these are your goals Check out the 5-minute video to learn about…

Understanding Library and Collections See how you can streamline your documentation process and automate work, particularly for complex tasks like a 401K rollover. Spend time on this page if these are your goals Check out the 11-minute video to understand…

The Challenge of Note Organization in Client Meetings Dumping notes in a CRM is not ideal for the long-term future of your practice. See why and what we recommend Spend time on this page if these are your goals Why…

Use Topics, Subtopics, and Tags for a more powerful organization Information in notes is important; however, we argue that getting that information organized is more critical for the long-term future of your practice. Spend time on this page if these…

Streamline Your Meetings Why Meetings? That’s the heart of your financial advisory practice. See why it’s important to look here for efficiency first. Spend time on this page if these are your goals Check out the 7-minute video to see…