58 meetings
Annual summary created in 20 seconds
Demonstrate your value beyond wealth management
Create and send out annual summary in 20 seconds or less
Delegate directly to junior members and free up senior staff’s time.
When clients receive their annual summary they’re reminded of your value as an advisor. When they receive that advice in double-quick time they recognize your superior service.
Subscribe to our newsletter
For advisor insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox
Made with ♥ in Riverside, CA & Farnham, UK
© 2020 Pulse360, Inc. All rights Reserved.
