Automate & streamline your meeting prep and follow-ups. Get back to advising vs. admin work.
California, USA
Joined April 2009
- Tweets1.2K
- Following444
- Followers455
- Likes377
Pulse360 - Scale Your Practice retweeted
Wealthbox is excited to host @Pulse360 at our upcoming webinar. Join us Wed 8/9 at 2pm ET 👉 tinyurl.com/mwk3xc52
Pulse360 - Scale Your Practice retweeted
What would your clients say if you gave them a high-level summary like this?
#fintwit advisors, how much time would it take you to do this?
Join Michael to see how he does this in 10-mins - got back 40+minutes - Register for the webinar: 👉bit.ly/3zqnNzj?utm_campaign=…
Pulse360 - Scale Your Practice retweeted
Can you document tax planning review and get 40-minutes back every time?
Michael - #fintwit advisor like you is doing just that and will share on a webinar on Jan 19th.
Join us & spend less time being an admin and more time being an advisor. 👉 bit.ly/3zqnNzj
Pulse360 - Scale Your Practice retweeted
We're hosting a webinar tomorrow at 2pm ET with @Pulse360. Save your spot 👉bit.ly/3jeBZp2
Pulse360 - Scale Your Practice retweeted
📌 Advisors: Make sure you register for our partner webinar with @Pulse360 this Weds, 9/15 at 2pm ET. Register here 👉bit.ly/3jeBZp2
Pulse360 - Scale Your Practice retweeted
🤞 Make sure you register for our integration webinar with @Pulse360 on Weds 9/15 at 2pm ET. Sign up here 👉bit.ly/3jeBZp2
Pulse360 - Scale Your Practice retweeted
It's our 1st birthday today! Last year on May 4th we launched Pulse360!!!!!
We have added a lot of time savings for #fintwit advisors. Check us out at: bit.ly/3b48X6G
And check this video 👇
@RedtailCRM @Wealthbox @BillWinterberg @ManishKhatta @MichaelKitces
Pulse360 - Scale Your Practice retweeted
Quick Tip on how to reduce your burden and make tax season an opportunity for more referrals from #TaxTwitter CPAs!
Yes #fintwit advisors, I said tax season more joyful!
Check out the video and schedule a 30-min demo: bit.ly/2OK9xyw
Pulse360 - Scale Your Practice retweeted
Join us Tuesday, March 2, at 10am PT for a Best Practice Partner webinar with @Pulse360
Familiarize yourself with tech solutions you may not currently be using that could benefit your office.
Save your seat today ➡️ bit.ly/3swjuhy
Pulse360 - Scale Your Practice retweeted
4 Ways for Advisors to Show Clients How Much Value You Create ow.ly/pY3l50DrCn3 @Pulse360 #financialadvisors #advice #value
Pulse360 - Scale Your Practice retweeted
Advisors: Join us TODAY for a live webinar to learn about our integration with @Pulse360 Sign up here 👉 bit.ly/3cM9fhx 👈
Pulse360 - Scale Your Practice retweeted
Advisors: Join us for a live webinar to learn about our integration with @Pulse360 Sign up here 👉 bit.ly/3cM9fhx 👈
Pulse360 - Scale Your Practice retweeted
Advisors: Join us for a live webinar to learn about our integration with @Pulse360 Sign up here 👉 bit.ly/3cM9fhx 👈
Pulse360 - Scale Your Practice retweeted
Advisors: Join us for a live webinar to learn about our integration with @Pulse360 Sign up here 👉 bit.ly/3cM9fhx 👈
Pulse360 - Scale Your Practice retweeted
Advisors: Join us for a live webinar to learn about our integration with @Pulse360 Sign up here 👉 bit.ly/3cM9fhx 👈
Pulse360 - Scale Your Practice retweeted
Advisors: Join us for a live webinar to learn about our integration with @Pulse360 Sign up here 👉 bit.ly/3cM9fhx 👈
Pulse360 - Scale Your Practice retweeted
#Fintwit advisors. I am looking for help. We are finalizing our integration with @RedtailCRM. Want to walk-through with an advisor to ensure we are sending data where you would want it. @redtailtech @RickyRedtail - can you think of a power user that can help guide us? Thanks!
Pulse360 - Scale Your Practice retweeted
If you're a product manager or developer affected by the layoffs at Uber, before you take another job in the Bay Area, check out our growing tech scene here in #Riverside CA. Come and meet some of our founders. You also can buy an amazing house with prices from $350K. #techjobs