Financial Advisors, it is time you unlock your value to get more referrals.

What is your secret sauce?

Is it investments? Vanguard does that for 25 basis points - and going lower. Is it the 45-page financial planning book? You know your clients are not reading that.
Ultimately the clients come to you to help them reach their financial goals; they want you to distill the complexity down to simple advice they can understand and take action on. 

Your secret sauce is your valuable advice.

But do your clients remember your advice?

Fact: 50% of your verbal advice will be forgotten in one hour.

Clients will forget 50% of what you tell them in one hour.
Your clients will forget most of what you tell them in a meeting before they get home. It happens to all of us. We live busy lives. Heck many of us forget our significant other's birthdays. 

Answer this: how can you get more referrals if your clients don't remember the value you provided?
Don't let your clients forget the value you provided.

What can you do?

What most advisors do is to draft a follow-up email that captures the advice. You hand this over to your team, and a senior person sits down in front of a blank canvas to write-up the email. 
Questions abound - why? Well, because you don't have Shakespeare writing these. 

1) Are they using the right words?
2) Will it reflect well for your practice's image?
3) Is what is written too complicated

Since the senior person is licensed, at least, you are not concerned about it being compliant, right?  After writing/thinking for 30 minutes (and typically two weeks later), you have a draft to review and email off to your client.
And, what if you had ten meetings this week? Or 20? Just rinse and repeat this archaic process? Get backlogged and hire an army of people? 

Or, worse, just don't bother sending out follow-ups to your clients because it is too much work?

It is time for a change. Stop using 1980's technology. It is time for a game-changing technology.

Introducing a better way to write follow-ups and capture your value.

And, we know you will love it or your money back - guaranteed. 

Our co-founder, Anand, had a problem. As the practice manager, it was his job to write the follow-up summary emails. After spending 30 to 40 minutes writing each one, he would have the main advisor review it. Inevitably and repeatedly, the main advisor would re-write much of the advice language. From this experience, the idea for re-using the advisor's own words was born. 

Imagine if you could send a well-written follow-up email to your clients in less than five minutes. And it is filled with specific advice, in your own words, and you had your junior team member draft it. Well, this is exactly what we created to help you deliver exceptional client service without burying your team with more work. 

With our patent-pending software magic, we are giving you the power to build a library of your own advice that, once written, can be repeatedly used across your client base - line by line. We are calling this "micro-templating". 

1) No more wasting time on how to write.
2) No more copying and pasting.
3) No more scratching off. 

The right words, every time. 

Generate a follow-up letter or email in a fraction of the time.

Written follow-ups help you in three ways:

  1. You are elevating your client experience that can lead to more referrals. Your clients will thank you.
  2. By providing a written follow-up, you are making sure you are keeping the value of your advice front and center of your clients. 
  3. And you are protecting your practice by documenting fiduciary advice.

We have transformed the process of writing follow-ups into simple data-entry process. Cut 75% of the time your team spends preparing manually.

Calculate your time savings.

Enter the number of meetings you hold per week
Current 
Average

0

hours
spent writing
summaries.
Ties up Senior team members

Not Repeatable

Not Scalable

Not easily searchable 
Our 
Solution

0

hours
spent writing 
summaries.
An intern can summarize

Repeat, Repeat away

Built with scale in mind

Instantly searchable

Your time savings would be 0 hours per week.

We guarantee to save you time and money.
Or your money back in 90 days. Guaranteed.
Schedule your demo

A select few have already seen the demo. Here is what they said recently:

  • This is going to change our colleague's life!

    Howard Morin

    Helium Advisors
  • This is going to make things so much more efficient that we probably are not going to have to hire another person anymore. 

    JK

    Practice Manager - AUM: $200M
  • This can do the work of 10 people for us. No more Excel tracking sheets!

    MM

    Operations Manager - AUM: $1.4B
  • Can you wait...I need my Operations person to see this. Amazing!

    JW

    Fee-only RIA - AUM: $2B

Join us. We are running a Beta program.

If you are a financial advisor that is looking to grow and provide follow-ups to your clients, we would love to have you be part of the beta program that we will launch shortly. Here are several benefits for you:

  1. Get early access to the software to begin to use in your practice right away. Create immediate value for you and your clients.
  2. Your feedback will help shape the features that will benefit your practice directly.
  3. Access to a new forum to share knowledge and ideas with other fellow advisors and team members. We will be posting exclusive content to help make your practice more efficient.
  4. Early beta pricing will be at least 50% below our normal rates. Lock it in for a lifetime for practices with fewer than 10 team members.
  5. Receive a limited run (designated with #100 in the back) Pulse360 Polo Shirt.  Who doesn't love T-Shirts?
Apply to the beta program by clicking the button below.
Limited to the first 100 financial advisors.

Not ready for beta yet?

We get it! This is new. This is different. We totally understand - go ahead and schedule a free personal demo to help fully understand the benefit to your practice. 

Or provide your email to us and we will notify you when we officially launch. 

Get notified when we launch

  • This field is for validation purposes and should be left unchanged.

Our Vision

We are steadfastly focused on helping financial advisors grow and scale.  






Don’t miss 3 things your client's don't tell you - but you should know.

From thousands of client conversations. 

By submitting, you will get an email confirmation.
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram