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By Elizabeth Ritger Webinars

Webinar Replay: Tech Tools To Boost Your Advisor Business

2 minute read
Webinar Replay: Tech Tools To Boost Your Advisor Business Featured Image

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

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