Best Practice: Be Proactive With Cash Needs

Best Practice: Be Proactive With Cash Needs

What you can do: Be Proactive With Client's Cash Needs

During a meeting with a client, you may discover a future cash need for the client. You will capture details and begin to get an idea of which account the funds will come out of. What about being proactive? How about calling the clients before they call you and asking them about the upcoming cash needs?

To grow your practice, you should focus on giving your clients the best service. Let your clients know that you are listening to them. Increasing your chances for referrals.
If the client does call in, your team can also just finish their "sentence" - "Yes, are you calling to request the cash needed for your car purchase?" You know the clients will be blown away.

None of this is easy to pull off without having a reliable and easy-to-use system. You can with Pulse360.

By automatically creating tasks in Redtail, Wealthbox, or Salesforce, you can make sure you or your team can make that call before the client does. Now, that's service.

Check out the video to see what we mean

Disclaimer: The video shows an older version of Pulse360 but the core functionality is the same. If you have any questions, contact support at support@pulse360.com



Related Links:

  1. How to Create Tasks
  2. Tags: Overview
  3. How to Create Tags
  4. How to Tag Notes


Tips

  1. Schedule tasks in the future to ensure you reach out to clients regarding their cash needs. 

    • Related Articles

    • Best Practice: Capture Trade-Related Documentation

      What you can do: Capture Trade-Related Documentation With Pulse360, there are three ways that you can input trade documentation to automatically create tasks and send the notes to Redtail, Wealthbox, or Salesforce CRM: Entering a note and task for ...

    • Best Practice: What is Your Succession Plan?

      What you can do: Add Continuity to your Practice You help clients plan for emergencies all day, every day - But have you thought of your own practice succession plan? If so, is it actually actionable? With Pulse360, we give you the power to be ...

    • Best Practice: Keep Track of Your Meetings

      What you can do: Keep Track of Meetings Meetings and meeting notes are the lifeblood of your practice. So naturally, being organized and having a pulse on what is happening is critical for practice management. For this reason, we created the 360 View ...

    • Best Practice: Track Critical Investment Information

      What you can do: Track Critical Investment Information When it comes to investment policy statements or other critical investment information, having an organized system will help you and your practice. For example, if a client has a favorite stock, ...

    • Best Practice: Quickly Filter Through Your Notes

      What you can do: Filter and Search Notes Finding the right information at the right time is the ultimate productivity boost you can have for your practice. Naturally, there are plenty of places where client information resides today.  With Pulse360, ...