Turning Clients into Raving Fans with Anand Sheth

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:

• [01:38] - The money moment that led Anand to the wealth management industry.
• [02:49] - Anand's transition from working directly with clients to stepping into a compliance-focused role.
• [04:24] - The challenges of being the COO of a growing RIA.
• [07:20] - How advisors can create raving fans out of their clients.
• [14:49] - The value proposition of Pulse360.
• [18:10] - How Pulse360 organizes big data.
• [20:39] - The impact of AI on the industry and beyond.
• [27:06] - How Anand uses photography to help underprivileged people.
• [29:59] - Milemarker minute: Nikon vs. Canon, place to travel, favorite conference.

Key Takeaways

• Providing exceptional client service goes beyond answering phone calls and replying to emails within 24 hours. Advisors can turn clients into raving fans by personalizing their interactions and anticipating their needs.
• Data fragmentation and the lack of tools that communicate with each other are operational challenges for advisors. 
• Pulse360 aims to provide a systematic way for advisors to enter and access client data, communicate with clients, and streamline their operations. It allows advisors to stay informed and showcase their expertise and personalized service.

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 

• Anand Sheth on LinkedIn
• Anand Sheth on Twitter
• Pulse360
• Nitrogen Wealth
• Redtail Technologies
• Wealthbox
• Salesforce

Connect with our hosts

• Milemarker.co
• Kyle on LinkedIn
• Jud on LinkedIn

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• YouTube
• Google Podcasts

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