Tools to Use

ConvertKit
📨 Email Marketing
Best email marketing software. Landing page templates could be better.
‍
• ~$29/month
Notion
✍🏼 Task management
My home for everything. From practice management to tasks to content planning.

• Free
Canva
🎨 Graphic design
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)
VEED
🎥 Video editing
Used for creating subtitles and adding borders and graphics to video clips

• $20/month
iMovie
🎥 Video editing
Easiest video editor. Free on Mac. Minimal customization features.
OneTab
✍🏼 Productivity
Collapse Chrome tabs while still keeping them

• Free
Final Cut Pro
🎥 Video editing
Fairly steep learning curve. More versatility than iMovie.

• $250
Gumroad
💰 Digital products
Easy-to-use digital product platform

• Free
Typefully
✍🏼 Twitter
Best Twitter scheduler and thread creator

• Free
Buffer
✍🏼 Scheduling
Free, simple social media scheduling software

• Paid options available
Twitter Card Validator
✍🏼 Twitter
Used to preview what a link will look like prior to sharing on Twitter

• Free
Podia
🤍 Community
Community, website, & course platform
‍
• $33/month

Best Advisor Marketing Content

A curated collection of YouTube videos, podcasts, and articles
Content Title
Author
🎥 Everything You Need to Know About LinkedIn Sales Navigator: The Guide to Build Your Practice's Brand
Alex Cavalieri
🎥 How to Create 7-10 Pieces of Content From One
Alex Cavalieri
🎥 Stop Ignoring Your Practice's Website: Building a Website That Converts
Alex Cavalieri
🎙 The Marketing Funnel: Myths, Truths, and How to Build One That Works with Kristin Shea
Alex Cavalieri
✍🏼 4 Types of Email Marketing Automation to Add to Your Advisory Practice
Alex Cavalieri
✍🏼 7 Niche Marketing Ideas for Financial Advisors
Alex Cavalieri
✍🏼 Marketing is About Marathons AND Sprints: How to Plan for Both as a Financial Advisor
Alex Cavalieri
✍🏼 2 Ways I Improved My Advisor Website SEO (And How You Can, Too)
Taylor Schulte
🎙 3 UX Improvements I Made to Boost Website Traffic in 2021
Taylor Schulte
🤯 Jason Wenk's Marketing Plan
Jason Wenk
✍🏼 How to get your first 100 clients as a new RIA | Part 1
Jason Wenk
✍🏼 How to get your first 100 clients as a new RIA | Part 2
Jason Wenk
✍🏼 How to get your first 100 clients as a new RIA | Part 3
Jason Wenk
✍🏼 4 Things I've Learned From Sending 3.2 Million Financial Advisor Emails...
James Pollard
✍🏼 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now...
James Pollard
🎙 Awesome SEO Advice for Financial Advisors with Taylor Schulte
James Pollard
✍🏼 I Analyzed The Websites Of Barron’s Top 100 Financial Advisors: Here’s What They Do Differently…
James Pollard
FOR FINANCIAL PLANNERS
Content Strategy
Marketing
🔓 Newsletter
Brand Strategy
Tools & Resources
A MODERN DESIGN STUDIO
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