Best Practice: Quickly Find Your Next Meeting Discussion Points
Best Practice: Quickly Find Your Next Meeting Discussion Points
What you can do: Keep Track of Next Meeting Items
Remembering what you need to discuss with your clients at the next meeting can be stressful. Especially if you store that information in your memory or on a piece of paper. If you think that remembering is fine, just think back to how many mini panic attacks have you had trying to remember things to discuss at the next meeting for a client.
You can rest easy now. Use Pulse360 to get the information in and organize it. Within seconds you can pull that next meeting item(s).
If you are using Redtail, Wealthbox, or Salesforce CRM, your notes will automatically be sent to the CRM.
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
What you can do: Capture Notes During the Meeting What do you do when you need to write down a note? Do you do it on paper? Post-it notes? Microsoft Word? What do you do when it's time to find those notes? You are wasting your time searching. Next, ...
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 ...
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, ...
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, ...
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 ...