Google’s Hidden Gems
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Google dominates our on-line personal lives. If you are not utilizing it in your financial advisory firm as well, you are missing out. While there is a paid option for businesses called G Suite, there are also tons of free tools that you can use to keep your office running smoothly.
Advisors are constantly in communication with clients, other advisors, team members, and so many others that the need for seamless communication and collaboration is high on their priority list. There is always an email to send or respond to, a document to read or approve and the never-ending responsibility of running an office – itself a daunting task.
There are a few free tools that I use in my business and always recommend to my clients when they are looking for a way to make their everyday tasks a little easier.
Google is one of the most credible and well-known email platforms. One of the main things I love is the large storage capacity. With Gmail, you never have to erase your email archives. With the free version, you get 15 GB of storage and cloud-based accessibility. To upgrade to 100 GB it is $1.99/month, which is what I use. I did not need to do this in my first few years, but when I finally did need to upgrade storage, it was well worth it. If you use the free version to set up an email account for your business, you get to choose your own email address that will follow the standard format of [email protected] Keep it professional and keep it simple. Ideally, and what I recommend, is to go the paid route with Gmail, for $50 per user/per year and you can get your email set up on your web domain and create a customized email address ([email protected]).