Advisor workflow scenarios
See how Pulse fits the real moments advisors actually manage.
From first meetings to volatility calls, family planning, and ongoing reviews, Finliti Pulse® helps advisors move from profile context to clearer action.
Discovery prepPulse live context
Client languageI want growth, but I hate feeling exposed.
Behavioral snapshot
ZealHigh interest
InhibitionPressure-sensitive
ConventionalityNeeds reassurance
Advisor guidanceLead with downside framing before performance framing.
Saved to recordPre-call profile reviewed and saved to the client record.
First client meeting
Walk into the first meeting knowing how this client decides.
Before discovery starts, the advisor can see where confidence, hesitation, and framing risk will shape the conversation.
Pulse helps the advisor start with the client’s real decision language instead of relying on a questionnaire alone.
Faster trustBetter fitStronger first meeting
Volatility responsePulse live context
Client languageMove everything to cash.
Behavioral snapshot
Pressure sensitivityElevated
InhibitionLow pause threshold
ReactivityHigh under volatility
Advisor guidanceSlow the decision. Re-anchor to plan and trigger rules.
Saved to recordBehavioral rationale saved before allocation changed.
Market volatility / panic call
The market drops. The client wants out.
Pressure spikes fast in volatile moments. Pulse gives the advisor context before the reactive trade becomes the default answer.
The advisor enters the call with the client’s behavioral pressure points already visible and a calmer response path ready.
Fewer reactive tradesClient retainedDecision documented
Joint planningPulse live context
Client languageWe agree on the goal, just not how to get there.
Behavioral snapshot
Profile AHigh urgency
Profile BNeeds validation
Profile CControl-focused
Advisor guidanceAgreement on goals, mismatch on process.
Saved to recordFamily conflict pattern surfaced early and sequenced into the meeting plan.
Family or joint decision meeting
One portfolio. Three decision styles.
Families often agree on the goal but clash on pace, control, and comfort with risk. Pulse shows where the friction will happen before the meeting tightens.
The advisor can compare profiles side by side, sequence the discussion, and align the room before the recommendation lands.
Less meeting frictionCleaner decisionsMore buy-in
Ongoing reviewPulse live context
Client languageI just need to understand why we’re changing anything now.
Behavioral snapshot
Progress framingStability-first
Tactical changeNeeds pacing
Objection riskVisible early
Advisor guidanceLead with progress stability, then tactical changes.
Saved to recordReview communication matched to profile before objections escalated.
Quarterly review / annual review
Reviews go better when communication matches behavior.
Pulse is not just for onboarding. It helps the advisor revisit the profile, tailor the explanation, and handle objections before they surface.
The review conversation stays grounded in how this client processes progress, change, and uncertainty over time.
Better retentionStronger engagementMore productive reviews
Advisor workflow recap
See how Pulse fits your advisory workflow.
Bring profile review, client communication guidance, portfolio workflow, and follow-up action into one operating surface.
Client-ready contextSaved rationaleWorkflow continuity
