Tech Tools To Boost Your Advisor Business
As a financial advisor, you already know that technology is everywhere in the industry. Chances are, you use it everyday and some advisors even run their entire business online! However, this also means that you’re facing a lot of choices on what technology to use and where to get it from. With that in mind, we wanted to cover our top suggestions for tech tools we think every advisor should be taking advantage of.
In this webinar, you’ll learn the top tools necessary for your tech stack to improve your processes, create efficiencies and generate more leads. Twenty Over Ten‘s Samantha Russell will take you through topics such as lead generation tools, virtual meetings, live chatting and information sharing.
Timestamps of content offered in the webinar
00:00 – Webinar Overview & Introduction of presenters Samantha Russell and Amanda Larson
12:45 – Meeting Schedulers
20:00 – Live Chatting
28:30 – Virtual Meetings
34:25 – Lead Capture Tools
44:06 – Information Sharing
49:50 – G-Suite Tools
Links to Recommended Sites: Jennifer Goldman Consulting, Integrate MailChimp, Integrate RedTail, Google Analytics Setup, Tech Tools for Financial Advisors
Struggling With What Content To Share on Social Media or via Email?
We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).