My Favorite Digital Tools for Advisors

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Running an advisory practice is harder than most people think, but the hard work and sacrifice are worth it. Once you figure out how to earn a great income doing fulfilling work on your own terms, there’s no turning back. After all, one of the biggest perks of becoming an independent financial advisor is flexibility; you build a business around your life. On days when your to-do list is a mile long and you can’t find time for the things that matter most, you might wonder what you’re doing wrong.

It’s not you; it’s just the nature of running a business.

For over a decade, I’ve been working closely with financial advisory firms and have had a front-row seat to the challenges that come along with the growth I help them achieve. Not only that, but I’ve been running a business too, and I’ve learned that the key to efficient operations is using the right digital tools.

Here are some of my favorites that can help make running a growing financial advisory business easier.

Put meeting and appointment scheduling on autopilot

Not long ago, we relied on back-and-forth emails to pinpoint availability and nail down a meeting or appointment time. Thankfully, automated scheduling tools have taken over this time-consuming task, making it much simpler for both you and your clients.

There are a lot of schedulers on the market, but two of the most popular and convenient tools are Calendly and Acuity Scheduling.