Financial Advisors, you “waste a ludicrous amount of time in meeting preps & follow-ups. If you just save 3-minutes a week, Pulse360 pays for itself in terms of ROI.”
Michael Kitces
Quote from @ XYPN Conference
Your Operations System
More than just note-taking – streamline, organize, and scale your client interactions effortlessly
Take Notes
Capture every detail – record, dictate, type, or handwrite your notes seamlessly.
Never ever drop the ball on anything. By dumping notes in your CRM, you are creating the biggest pile of disorganization mess. How do you expect to have sanity?
Create a reusable content library for your most-used recommendations. Save time, build trust, and convert prospects consistently—no need to reinvent the words every time.
“Pulse has been a game changer in helping us document notes/advice/strategy in a concise manner that clients expect! Pulse is our engine for client communication and advice. We cannot scale advice-based relationships w/o it. "
