Top Business & Creative Tools for Financial Advisors
Inspired by the Kitces software map, I wanted to put together a brief version with creative business tools
Inspired by the Kitces software map, I wanted to put together a brief version with creative business tools:
Email Marketing
Graphic Design
Website
Podcast
Video Editing
Scheduling
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Scheduling software may appear to be the odd man out, but I think it's an extremely important part of the mix as it's often someone's first direct contact with you.
They could have read some blogs, checked out your website and once they want to reach out, they have to go through the UX of the scheduling tool.
Then they'll get confirmation & reminder emails from the same tool.
Everything about it needs to be up to par.
They could have read some blogs, checked out your website and once they want to reach out, they have to go through the UX of the scheduling tool.
Then they'll get confirmation & reminder emails from the same tool.
Everything about it needs to be up to par.