This is a curated list of the tools and websites I strongly recommend for building and optimizing your business. If you have any specific questions about any of them, feel free to contact me.
NOTE: This page contains affiliate links.
NOTE: This page contains affiliate links.
The LinkedIn Course for Financial Advisors - for LinkedIn
LinkedIn is an awesome way for financial advisors to generate new business, but most advisors don't know how to use it. You have to have a solid strategy in place in order to make the most out of LinkedIn, and this course is that strategy.
This is a course that's designed to be completed in five days at one hour per day or ten days at thirty minutes per day. At the end of one or two weeks, you will know everything you need to know to get new clients on LinkedIn and change your business forever.
The course is designed for the most technologically-challenged financial advisor, meaning it starts with the basics and provides step-by-step instructions. Plus, there's a whole module about how to be compliant on LinkedIn.
The course is provided by Claire Akin of Indigo Marketing Agency and she offers the course with a money-back guarantee. That means if you're not happy with the course for any reason, let her know within 30 days and she'll give you every penny back. Check out the course here.
XERO - for accounting software
When it comes to accounting software, I have tried FreshBooks, QuickBooks, and many others, but none have impressed me as much as Xero.
The reason I recommend Xero over the others is because it’s cheapest plan is $9, while the others are $13 and up. Also, Xero doesn’t limit you to just one or two users – you could technically have unlimited users. It’s got all the standard stuff like unlimited invoices, credit card processing, accountant access, and bank account integration.
It also stands out from the competition because it has a budget manager, it can support payroll, and it can prepare 1099s (FreshBook only offers this with integration only). The only thing I didn’t like about Xero was that the customer service is only available through email. However, they are available 24/7 and they do offer a 30-day free trial.
SEMRUSH - for SEO
SEMrush is an awesome tool that will help you with your online marketing. If you do any marketing online, SEMrush will make your job a lot easier by taking the guesswork out of researching the market and competition.
While they have a whole suite of tools, I recommend SEMrush to financial professionals for keyword research and competitive analysis. If you want to rank for a particular keyword, SEMrush gets you the analytics necessary to make an informed decision. It will also let you input a competitor’s URL to see their ranking keywords, backlinks, and other information that will help you get an edge.
You don’t need to be tech-savvy to use this tool. Just take some time to play around with it and see what it can do for you.
They usually offer 14-day or 30-day trial (it changes every so often), so view their website and see what it can do for you.
BLUEHOST - for Hosting Websites
Bluehost is one of the largest and most trusted web hosting services, powering millions of websites. They also have a ton of tools so you can get on the web, whether you’re a novice or pro, and thrive.
It also has a free drag-and-drop website builder that allows you to build your website with customizable templates. It’s the best option available to those who are in need of a simple and clean layout.
My favorite part about Bluehost is their 24/7 customer support. Bluehost has high-quality customer service with options including phone, live chat, social media, and email. You can reach them any way you like.
Bluehost has a 30-day money-back guarantee, so if you try them and decide they don’t meet your needs, you can cancel your subscription. If you cancel within thirty days, you receive a full refund on your hosting service. If you cancel after thirty days, you receive a prorated refund for the remainder of your hosting term.
CAPSULE - for Your CRM Needs
When I imagine a perfect CRM, I imagine something pretty close to Capsule. I haven’t found the “perfect” one yet, but this comes pretty close.
Capsule is easy to use, with an interface that’s clean and user friendly. You shouldn’t have much of a learning curve, because there are few moving parts. I’ve found that if a CRM is too complicated, people don’t use it. I recommend Capsule because I actually want you to use it!
It’s also competitively priced – you can work with up to 250 contacts for free. After that you can upgrade to up to 50,000 contacts for $12 per month. By having all your sales info properly managed in a CRM, you will make your money back in no time. It really is incredible how big of a difference a good CRM makes.
Capsule also offers a fully functional 30-day trial.