I get several questions about the technology I use.
Here it is, plus what I stopped using and what I am looking to upgrade or add.
I hope you find something new that works for your business!
(None of these are affiliated links)
- Writing: 750words (Dropped: Liked Typshare better due to the templates)
- SEO: SEMRush (May Drop: It is overload and fairly pricey since I am using it as a DIY tool instead of using it as an offering to my clients)
- Video Conferencing: Teams (Dropped: Did not integrate with HubSport)
- Assessments: SurveyMonkey Pro (Going to downgrade the level, but keeping SurveyMonkey)
- Phone: Kixie Phone (May drop and just use my cell phone)
- Blog: Medium (Dropping in May when the subscription is up; not worth the effort to have my blog here.)
- Blog: MailChimp (Dropping soon: Migrating to HubSpot for simplicity.)
- Social Media Scheduling: Sendible (Dropped: Can now schedule on LinkedIn directly.)
- Social Media Scheduling: Hootsuite (Dropped: Functionality would only allow for posting and analytics on my business page on LinkedIn; I needed it more for my personal page.)
- Custom Integrations: Zapier (I think this will be the biggest game changer for me.)
- Online Courses: Teachable
- Follow Up E-mail Marketing: Salesreach.io (Also really excited about this tool.)
- Graphics: Dall-E 2
- Website: HubSpot (Integrates better with my sales process than Squarespace.)
- Microphone: Rode Pod Mic (Upgrade: Since I am almost all virtual, my sound is becoming more important to me.)
If you end up using these tools, let me know what you think!
- Filling the funnel through Client and COI referrals
- Enhancing your sales process, the questions you ask, and the language you use when presenting concepts and financial plans
- Communicating investment concepts and answering client questions
Consultant to Top-Performing Advisors and Their Teams | ClientWise | Past-President, Young Women's Alliance
1 年Thanks for sharing. You’ll love Zapier!
Health & Technology. PE, Founder, Executive, Investor & Board.
1 年Great stuff Clayton Boone, CFA, CFP?
Charitable Planning Consultant helping advisors incorporate philanthropy into their clients’ financial plans to amplify their charitable impact.
1 年Clayton, Thanks for sharing the details. I am a big fan of Shield for LinkedIn analytics. Opened the door to understanding what content works best in my network.