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Tools to Use
Best email marketing software. Landing page templates could be better.
My home for everything. From practice management to tasks to content planning.
One of the best tools you can have. Used for 99% of all graphic design and visual content creation
• Free (I personally upgraded to the $12.99/mo Pro version)
Used for creating subtitles and adding borders and graphics to video clips
Easiest video editor. Free on Mac. Minimal customization features.
Collapse Chrome tabs while still keeping them
Final Cut Pro
Fairly steep learning curve. More versatility than iMovie.
💰 Digital products
Easy-to-use digital product platform
Best Twitter scheduler and thread creator
Free, simple social media scheduling software
• Paid options available
Twitter Card Validator
Used to preview what a link will look like prior to sharing on Twitter
Community, website, & course platform
Best Advisor Marketing Content
A curated collection of YouTube videos, podcasts, and articles
🎥 Everything You Need to Know About LinkedIn Sales Navigator: The Guide to Build Your Practice's Brand
🎥 How to Create 7-10 Pieces of Content From One
🎥 Stop Ignoring Your Practice's Website: Building a Website That Converts
🎙 The Marketing Funnel: Myths, Truths, and How to Build One That Works with Kristin Shea
✍🏼 4 Types of Email Marketing Automation to Add to Your Advisory Practice
✍🏼 7 Niche Marketing Ideas for Financial Advisors
✍🏼 Marketing is About Marathons AND Sprints: How to Plan for Both as a Financial Advisor
✍🏼 2 Ways I Improved My Advisor Website SEO (And How You Can, Too)
🎙 3 UX Improvements I Made to Boost Website Traffic in 2021
🤯 Jason Wenk's Marketing Plan
✍🏼 How to get your first 100 clients as a new RIA | Part 1
✍🏼 How to get your first 100 clients as a new RIA | Part 2
✍🏼 How to get your first 100 clients as a new RIA | Part 3
✍🏼 4 Things I've Learned From Sending 3.2 Million Financial Advisor Emails...
✍🏼 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now...
🎙 Awesome SEO Advice for Financial Advisors with Taylor Schulte
✍🏼 I Analyzed The Websites Of Barron’s Top 100 Financial Advisors: Here’s What They Do Differently…
FOR FINANCIAL PLANNERS
Tools & Resources
A MODERN DESIGN STUDIO
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