Intro + Top 5 Tech and Marketing Tools [Ep. 01]

Welcome to the very first episode of Experiments in Advisor Marketing! In this episode, I share the what and why behind the podcast and set the stage for future episodes.

I also share my top 5 favorite tech and marketing tools that I use regularly in my financial advisory practice.

How to Listen & Subscribe

• Click to Listen on Your Favorite Podcast Player
• Click to Listen in Your Web Browser

Resources

• Productivity Tips: Mac & Gmail Tips to Optimize Your Time
• Alfred for Mac
• TextExpander
• ConvertKit
• Acuity Scheduling
• Calendly
• My Start Here Process
• Sumo
• Serpstat
• SEMrush
• Google Analytics
• Google Console
• Canva
• Melanie Perkins, Canva founder, on How I Built This

Acuity Video

As promised, here is a short screen recording showing how we use Acuity to guide our Start Here process:

 

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