Here is my currents tech stack that I use to run my two businesses. There are many alternatives and it’s important to find what works for you! Want a deeper dive into how I use these tools? Join us in the FREE Jumpstart Community here: http://www.jumpstartcoachinglab.com
0:00 Tech Stacks for Financial Advisors
1:19 Customer Relationship Management
3:08 Task Manager
4:24 Financial Planning software
9:49 Scheduler and Online Calendar
11:37 Storage
12:30 Investment Management
Here’s what I use:
Tracking my Clients: Pipedrive (https://bit.ly/38pwUE4)
Tracking Tasks, Activities: Clickup (https://bit.ly/3mGsLUt) + RightCapital (https://bit.ly/38r7hT2)
Creating Financial Plans: RightCapital + Holistiplan (https://bit.ly/3mJpjIF) + Notion (https://bit.ly/2WCeDQV)
Automation: Zapier (https://bit.ly/3ysS3rp)
Collecting & Storing Information: Google (Forms, Email, Drive)
Reporting Performance: Black Diamond (https://bit.ly/3sWhQXX)
Managing Accounts: NetX360 (https://bit.ly/38tNeTW)
Building Portfolios: Kwanti(https://bit.ly/3ytqaiM)
Scheduling: Calendly (https://bit.ly/38oPYSJ)
#finance #financialadvisor #finserv
Music: LAKEY INSPIRED – Warm Nights
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⚡ WHO IS DOMINIQUE –
Hi! I’m Dominique Henderson.
I’m a wealth advisor to families, a mentor to career changers, and a consultant to financial advisors. I’m on a mission to help shape the next generation of financial advice.
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⚡ WHAT IS JUMPSTART –
The Jumpstart Community for Financial Professionals is the 1st international community built for the nex-gen financial professional! Want to learn more, check us out https://jumpstart.mn.co/
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⚡ CONNECT WITH ME ON SOCIAL –
TEXT ME: 214-544-9226
Instagram: @domhendersonsr
Twitter: @DomHendersonSr
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