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.
Check out the 7-minute video to see why start with meetings
Streamlined meetings = less running around like a headless chicken
As advisors, it’s easy to get caught up in a reactive, ‘shooting from the hip’ style of working. At Pulse 360, our goal is to help you transition to a more systematic, professional approach. Here’s how:
Pre-Meeting Preparation
Preparation is key. Ask yourself:
- How far in advance are you preparing for client meetings?
- Are you reviewing previous discussions and pending client tasks, like tax returns?
With Pulse 360, you can:
- Efficiently review client history and pending items.
- Create and share professional agendas with clients, opening up communication before the meeting. This shows your professionalism and gives clients a clear idea of what to expect, alleviating any anxiety.
During the Meeting
A structured meeting is crucial. Consider:
- Do you have a formal agenda?
- How are you capturing notes – on paper or digitally?
With Pulse 360, you can:
- Easily convert templates into formal agendas.
- Use digital tools like an iPad to take notes directly within the client’s record in Pulse 360, ensuring organization and immediate digital access.
Post-Meeting Follow-Up
Post-meeting is as important as the meeting itself. Questions to ponder:
- How do you process the notes taken during the meeting?
- Are you efficiently creating emails, tasks, and workflows for follow-up?
Pulse 360 streamlines this process by:
- Providing a platform to convert meeting notes into actionable tasks and communication easily.
- Automating parts of the follow-up process, enhancing efficiency and consistency in client interactions.
Small steps
You don’t have to start with everything in one go. During your onboarding, we can help you figure out the most important step first. Be it pre-meeting prep or post-meeting follow-up using NoteGenius.
Change of roles
At the start of using Pulse360, an advisor, who is hands-off, may need to get involved. Nothing will be successful without the main advisor providing input and using Pulse360.
Frequently Asked Questions
If you are a professional, meeting agendas are table stakes. Your clients will thank you as they won’t be afraid of seeing you. Without an agenda, they don’t know if you have good news for them or bad.
Great. Send that to us and we will work with you to get them set up in Pulse360.
Candidly, if you don’t, we are likely not a good fit. We fundamentally believe that to provide a better client experience and show how professional you are, this is table stakes. Some advisors have told us that they do not want to create another thing that “compliance” has to poke holes in. That is not what a “trusted financial advisor” would say.
Your current way of doing things, while fast perhaps, is not effective or efficient over the long term of your business. If you are growing or looking to scale, continuing to do things in an archaic way is going to grind your practice to a halt.
