With over 20 years’ experience in the financial advisory world, I know only too well the highs and lows of our profession. The most rewarding part of the job is knowing you’ve provided a client with life-changing advice; the downside - that it takes a lot of work to deliver it.
Your clients don’t realize the work that goes on behind the scenes - but they absolutely value your recommendations.
That’s why you’d love to provide more clients with great advice - and grow your business. But in a tightly regulated environment where shrinking margins are the norm, that’s easier said than done. And then there are those many routine, non-revenue-generating activities - they also play a big part in preventing you from growing your client base.
While we can’t change the regulations our software can help you eliminate the last obstacle - admin overload - increasing productivity and margins. We developed Pulse360 to help you seize back valuable time for your practice.
Our patent-pending software is built from the ground up, and designed to streamline the process of documenting and communicating your advice to clients.
You could save 20 to 30 minutes of time previously spent per meeting. If you have 10 meetings a week, the time savings really start to add up. Adopt our software and you can also expect to see a host of other potential benefits - including improved practice protection, more satisfied clients - and very possibly - a hike in the value of your practice in the foreseeable future!
As part of our launch, we’re inviting 100 financial advisors to join us on the first part of our journey. Sign up to become a member of our Early Access Group and with your help, we’ll be able to fine-tune the software so that it’s as close to perfect for your practice as possible. And help us with our huge product roadmap.
We’re convinced Pulse360 will empower you to help more clients in the future. Join us today and we’ll reward you by locking in your Early Access pricing for a lifetime.
Be the first to make big time-saving gains for your practice - by signing up today.
Sign up now to get early access to new Pulse360 software