Episode 034: Providing excellent client service is more than just answering phone calls and replying to emails promptly. It means cultivating a loyal client base of raving fans. Achieving this requires building deep connections with clients and knowing them personally. Given the demands of advisor schedules and the complex nature of the industry, how can advisors deliver this level of personalized service?

In this episode of The Connected Advisor, Kyle talks with Anand Sheth, CEO and Co-Founder of Pulse360. As a long-standing practice manager in the advisory industry, Anand recognized the inability to create professional, customized, and timely meeting documentation. He created Pulse360 to help financial advisors automate and streamline creating client deliverables, including meeting prep agendas, follow-ups, client tasks, and annual summaries. Anand aims to get advisors back to advising versus doing administrative work.

Anand joins Kyle to discuss how to turn clients into raving fans. He emphasizes the need for advisors to go beyond the basics of client service and provide a personalized and exceptional experience. Anand also introduces Pulse360 and shares how the software helps advisors streamline their operations, capture valuable client data, and tell the story of the value they provide.

Join us as we discuss:

Key Takeaways

Quotes

"I was lucky enough that the different advisors I worked with were always high-performing. And one of the things that makes them successful is their eye for detail and how they want to provide an amazing client experience." ~ Anand Seth

"I built Pulse360 to create a systematic way where it's easy for folks to enter their data, communicate with clients, and create raving fans out of their clients." ~ Anand Sheth

"I built Pulse360 because I wanted the advisor and the team to create raving fans because those create referrals which grow your practice." ~ Anand Sheth

Links 

Connect with our hosts

Subscribe and stay in touch

Produce game-changing content with Turncast

Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.