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By Paige Jones Outreach

7 Technologies You Need For Your Advisor Business

13 minute read
7 Technologies You Need For Your Advisor Business Featured Image

Today, technology isn’t an option for your advisory firm – it’s something your clients expect. Integrating technology into your advisory business can help increase awareness, introduce a new world of marketing opportunities, bring you closer to your clients, and make your overall operations more efficient.

In today’s digital age, you have an abundance of tech tools at your disposal to reap these benefits. If you aren’t already using these 7 tech tools, your advisory firm is behind. Luckily, there are plenty of easy-to-use resources to catch you up to speed!

1. Domain Name

Domain names are the gateway to the online and digital marketing world. A domain name is the address where internet users can access your website. It can be any combination of letters and numbers that isn’t already taken, and it can be used in combination of the various domain name extensions, such as .com, .net and more.

Every domain name is unique, so it must be registered before you can use it. However, your domain name is not permanently stuck with any specific website. You can disconnect it and reconnect it to any other website you want, or keep the same domain name if you end up redesigning your site.

There are free domain names you can get from website builders like WordPress.com, Wix, Squarespace, Weebly, and others. But when you choose a free domain, the website builder is often included in your domain name. For example, for weebly it would be “yourdomain.weebly.com.” While this saves you some money, this can also seriously hurt your firm’s brand image. This is why we always recommend spending a few extra bucks to get a proper domain that’s fully your own.

There are plenty of domain registrars to purchase your own customized address, like Domain.com, Bluehost, and GoDaddy. These all come with different fees, services, and user experiences, so you’ll want to do a little research on which is best for your firm’s online needs.

2. Website

Once you have your domain, you need to start building your site. This is a tech tool you should be willing to invest in since your website is often where clients get their first impression of your firm. Your website needs to have a stunning design, a top-notch user experience (UX), and colorful copy to show what your firm is all about. There are a lot of pieces that go into creating the perfect site for your advisory business, so use this checklist to stay on track before launching your own site.

There are many decisions that go into building your dream site. You can build your website yourself or hire a web-designer, work with a framework or template site, choose to add a blog and landing pages, and so many other options. Jumping into the world of web-design can be overwhelming at first, so check out these 16 must-know terms for building your site. Whether you’re doing it yourself or working with a professional team, these terms will help keep you up to speed.

Whether you’re interested in building it yourself or working with a team of web-designers, Twenty Over Ten has you covered. Unlike our competitors, Twenty Over Ten does not limit advisors to strict website templates. Instead, our platform allows advisors to easily build their own unique websites or work with Twenty Over Ten’s in-house design team to create a tailored website design for them. To look into working with our platform or designers, click here for more information.

Twenty Over Ten’s client, Rx Wealth Advisors, created a stunning, professional site that highlights its niche and works seamlessly on all devices.

3. Place to Store Your Contacts

As a financial advisor, your client relationships are everything. Adopting a client relationship management software (CRM) gives you the ability to organize your clients, build more trusting relationships, and deliver a more personal and accessible service. CRMs can help store and track detailed versions of your clients’ data, offer client and account reports, archive client documents for compliance, provide a messaging system and more. All in all, they help provide consistent service and streamline your workforce.

Pricing and special features of CRMs can make a huge difference in software and which one you choose to use for your firm depends on your goals for your business and client experience. Like most other fintech solutions, there’s an abundance of options for CRM software. We’ve worked closely with Redtail Technology, Salesforce, Kronos, Junxure, Wealthbox, and Envestnet Tamarac. Each of these CRMs have their own benefits and drawbacks, so check out a detailed comparison here to find out which is best for your firm.

4. Email Marketing Platform

Email marketing is a great way to drip on prospects that aren’t quite ready to commit. By featuring a landing page on your website, you can capture information from leads and check back up on them with an email newsletter. This can be a monthly newsletter, a promotional email, or a way to round up your recent content.

Whatever you decide to center your email marketing around, you have to decide on an email service provider (ESP) before you start your campaign. Lead Pilot allows you to create email campaigns on the fly to the audiences that matter most to you. From tracking your email analytics to sending segmented email campaigns, Lead Pilot has all of your email marketing needs in one place. 

5. Online Scheduling Tool

Using online scheduling tools can help strengthen client relationships through fast and easy communication, online scheduling, simple integrations, and more. It can also help alleviate the stress of double-bookings and scheduling conflicts. With their flexible, integrated, and customizable features, they’re a great way to communicate efficiently without the hassle of back-and-forth emailing.


ScheduleOnce is an online scheduling app that allows you to schedule meetings and appointments with your clients and prospects. With this app, you are able to easily connect with current clients and engage with potential prospects. It’s a multi-device platform, integrates easily into Twenty Over Ten sites, and has a strong call-to-action.


Calendly allows for Flexible scheduling between clients and team members, integration to your Google, Outlook, or Office Calendar, and is compatible on all devices. It also easily integrates into your Twenty Over Ten site.


Timetrade is a cloud application that integrates appointment scheduling, queue management, and analytics services for your business. It works on all levels of the business from enterprise, salesforce or business teams, to individuals.

6. Social Media Automation

Social media has taken over the digital marketing scene, but we get that it can be hard to keep up with. Simply having social media profiles isn’t enough. You have to have a strong, consistent presence on social media with constant engagement and daily posts. While setting aside time to post on social media several times throughout the day might be impossible for your firm, scheduling a week of posts at once is a lot more manageable.

This is where social media scheduling tools come in. These tools can alleviate the stress of social media marketing for your business by providing unique solutions to best organize, publish, and analyze your online presence.

Lead Pilot allows you to rapidly create, deploy, and monitor your social media presence with a single click.

7. Blogging Platform

The more content you create, the more likely you are to attract new clients. According to a recent study by Neil Patel, 24% of customers first find out about companies through their blog. Blogging provides all sorts of SEO juice for your website, which will help with your overall search engine rankings and will help drive more traffic to your site.

It’s crucial that you’re consistently creating fresh content to improve your search rankings, build a good reputation for your firm, and keep your clients satisfied. The more content you put on your blog, the more you have to share across other channels to drive more traffic to your advisor site. Plus, Google has more content from your website to crawl and index.

Starting a blog doesn’t take as long as you’d think, and the benefits are well-worth the time you set aside. Today, not having time isn’t an excuse to not have a blog. We created Content Assist specifically for busy advisors that still want to have a strong content marketing strategy. With Content Assist,  users are able to choose blog posts by category (retirement, home-buying, young adults, etc.), load them into their website, and then edit and further optimize the content for search engines. This allows advisors to create personalized, professional blog posts in a fraction of the time. So, there’s no excuse for not having a blog in 2019. 

Need Help Putting It All Together?

From web-design to social media marketing, we’ve got you covered. With automatic site archiving, blogging, an intuitive CMS, SSL certificates and more — we’ve got everything you need and then some.

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