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ProAdvisorSuite

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What tech tools are you dropping in 2024?
I review my tech spend each month as I wrap up last month's P/L, always looking through the list to see what I'm not using / shouldn't be using... Recently dropped: - Tweethunter.io - Twitter is not a focus for me, although I'd like to think I can do both LinkedIn / Twitter... Any time I spend on Twitter is time I'm not spending on building my LinkedIn - LeadDelta - I really liked this one for a while, gives the ability to manage your LinkedIn connections in a table-like format, add tags, notes, message... just had stopped using it though - Monday.com - Tried using this for my task management, moved on - Wealthbox - I was hoping Wealthbox could be my main CRM, but also moved on :) - CustomGPT - This is really fun, I created a KitcesGPT that was based on everything on Kitces.com and you could ask it questions What I am using: - Attio.com - trying this for task management, contact management, pipeline management - love the UI, contact enrichment - Skool - run all my communities on here, it will be the next big social media - Beehiiv - email newsletters - ProAdvisorSuite & Conneqtor - Superhuman - email overlay for all my Gsuite, Outlook, Gmail addresses, very FAST - Zoom - video calls and webinars - Closely - LinkedIn outreach automation - Less Annoying CRM - just using the calendar, but I really like it - Calendly - booking appointments - Hunter.io - looking up email addresses - NeverBounce - verifying email addresses - Brain.fm - focus music What I'm considering:
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New comment Jan 11
1 like • Jan 10
@Joe Moss Curious if you ever considered Hubspot's CRM? I always liked it for non-advisory businesses but it's been a while since I've used it.
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Lisa Asher
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4points to level up
@lisa-asher-2853
Wealth management industry professional spanning the advisor and technology side with a focus on client experience and financial planning

Active 4d ago
Joined Oct 16, 2023
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