The Powerful Tools We Use To Grow Our Financial Advisory Practice
SOCIAL MEDIA GROWTH TOOLS
Splasheo was a key part of growing my LinkedIn following from 600 to over 8,500 in about a year. They make it easy to create videos that stand out by using a header and captions without spending any time on editing.
This recording software is how I'm able to record and upload videos to YouTube without spending much time on editing. It allows me to record through my camera and saves it directly on my computer and let's me share my iPad or computer screen while recording.
This is the secret weapon we use to grow our email list by 3-5 people per day. It's because we use QUIZZES instead of the typical "sign up for our email list". Typeform creates quizzes and surveys that look so much better than the other software, which increases their completion rate.
OTHER TIME-SAVING TOOLS
My secret productivity hack is using Two-Way Sync with Todoist. When I learned that the most successful people I know use their calendar to schedule their most important tasks, Todoist was the tool to do just that. I've tried over 15 project and task management software and Todoist. has been the winner for the past 4 years. [Click Here To View]