Seven Google Apps Advisors Should Use

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Google dominates our online personal lives with its search engine, Chrome browser, and multitude of tools. In fact, Google has over 245 million unique users in the United States and captures over 80% share of desktop search traffic. If you aren’t utilizing it in your financial advisory firm, you’re missing out.

Financial advisors are constantly working 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’s always an email to send or respond to, a document to read or approve, and the never-ending responsibility of running a business.

One reason Google apps are so valuable to advisors is because of the free and low-cost tools that keep your business running smoothly. In a world where people expect access 24/7, having tools that function both on the web and on mobile devices is highly appealing. Add in the fact that so many of the tools Google offers are free, and it’s not hard to see why using Google for business is so convenient.

As someone who uses several of the Google tools in my own business, there are certain ones I recommend to my clients when they’re looking for a way to make their everyday tasks a little easier.

Let’s look at seven ways you can make the most of Google apps in your business.

  1. Gmail

Gmail is one of the most credible and well-known email platforms and the first tool I recommend to my clients.

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 for Gmail, Google Drive and Google Photos. Users have the option to upgrade to 100 GB for a small monthly fee, 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 follows format of [email protected]. Keep it professional and keep it simple. I recommend going the paid route with Gmail so you can get your email set up on your web domain and create a customized email address (eg, [email protected]).