Pulse Logic is providing unique and extensive perspectives on sales and distribution, delivering exclusive real-time market intelligence for better business decisions. The source for accurate, timely, and actionable data, Pulse Logic addresses the financial industry's most pressing issues.

 

Pulse Logic Alerts:

Customer Experience:

For the past two and a half years, we have worked closely with LIMRA to develop the drivers and dimensions of good versus bad customer experience. Our first foray was into the life insurance space. Over 20 companies have participated learning where they stand against the competition, their strengths and weaknesses working with the customer and learning where they need to take steps to improve the customer experience. While many companies are still dependent on Net Promoter Score, let's face it, the likelihood that someone will recommend an investment or life insurance product are less than 15%. Meanwhile consumers have demonstrated an 80% chance of recommending a restaurant or movie. Is NPS relevant to the financial services industry?

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Wednesday, June 7, 2017

Wholesaling the product

In a recent series of win/loss interviews on wholesalers, the third theme we heard over and over again was poor product knowledge. This is amazing to hear. A basic fundamental of wholesaling is to know your product, cold.

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Friday, July 18, 2014

Personality Dimensions

Today, many contemporary personality psychologists believe there are five basic dimensions of personality, often referred to as the “Big 5” personality traits. Each of the five personality factors can be measured. Current theory utilizes a range between the two extremes of each attribute. Scoring at either pole is not necessarily a good thing. But having high levels of one specific trait can indicate higher probabilities of business success.

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Wednesday, May 15, 2014

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Pulse Logic Retirement Plan Advisor Study

"The Pulse Logic Plan Advisor Services and Fees Benchmarking Tool provides the most accurate and useful fee ranges, ties advisor provided services directly to the fees advisors charge, and is far and away the most meaningful tool available to plan advisors." – Plan Advisor of the Year Finalist

The Pulse Logic Plan Advisor Service and Fee Benchmarking Tool has changed my business. I've grown my revenue over 25% and aligned my service offerings to improve my competitive positioning. – Plan Advisor of the Year Finalist

"The results of this study provide valuable data and insight to help you, our retirement plan and investment partners, work more successfully with our advisors. - Paul Mahan, Commonwealth Financial Network

Recently completed studies:

2017 Final Expense Life Insurance: Understanding the drivers of your profits and loses

2014 Pulse Logic Advisor Experience: Wholesalers

2014 Pulse Logic TPA Experience: Wholesalers

2014 RIAs: Qualified Plan Services and Fees

2013 Commonwealth Financial Network Plan Advisor Services and Fees

2013 Cambridge Investment Research Plan Advisor Service and Fees

2013 RIAs: Qualified Plan Services and Fees

2013 RIAs on Product Elements in the $10M to $50M Market

2013 Pulse Logic TPA Service and Fee Study

2013 Pulse Logic Advisor Experience: Wholesaling

2013 Pulse Logic TPA Experience: Wholesalers

2012 Pulse Logic TPA Experience Series: TPAs on Wholesaling

2012 Pulse Logic Advisor Experience Series: Advisors on Wholesaling

2012 Cambridge Investment Research Retirement Plan Advisor Study

2012 Plan Advisor Experience Series: Services and Fees

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Click here: The 401k Study Group's Chuck Hammond and Pulse Logic's Ken Cochrane Discuss The Client Experience advisors provide to their plan sponsor client, its importance and why it should be benchmarked.

Ken Cochrane interviewed by the Wealth Channel on the significance of changing advisor service and compensation models

Managing director Ken Cochrane was invited back to the Wealth Channel online. As a contributing columnist to Wealth Channel, he discussed his recent article on retirement plan advisors moving to service agreements and fee based compensation models. Click here to watch

Pulse Logic Managing Director, Ken Cochrane presents at the Commonwealth Financial Network Retirement Symposium.

At the recent Commonwealth Financial Network Retirement Symposium, Ken Cochrane reviewed Pulse Logic's findings from its study of Commonwealth's plan advisors. This report on Commonwealth's plan advisors is a comprehensive review of their demographics, behaviors, preferences, attitudes, and production. Its findings provide insight and guidance to Commonwealth, its advisors, as well as the recordkeepers and asset managers who support their business. In this advisor only session, Ken also provided benchmarking insights of Commonwealth's plan advisors against Pulse Logic's data base of over 1000 plan advisors respondents. Learn more