Streamline Client Meeting Preparation with Pulse360 + Wealthbox

Discover the top 5 considerations advisors should consider when scheduling and preparing for client meetings, including tips for conducting annual reviews. The integration of Pulse360’s Dynamic SmartFields with Wealthbox allows for easy data pulling and populates necessary documentation, eliminating the need for time-consuming manual lookups.

Join Pulse360 and Wealthbox for a live demonstration of these new enhancements and see how they simplify the meeting prep process.
This webinar will cover:

1. The top 5 things advisors should consider when preparing for client meetings, including annual reviews.
2. How the integration of Pulse360’s Dynamic SmartFields with Wealthbox simplifies data pulling and documentation, eliminating the need for manual lookups.
3. Insights on how to maintain a client-focused approach while reducing preparation time.
4. A live demonstration of the integration’s capabilities, highlighting its benefits for more efficient and effective client interactions.