My Business Tech Stack

I get several questions about the technology I use.

Here it is, plus what I stopped using and what I am looking to upgrade or add.

I hope you find something new that works for your business!

(None of these are affiliated links)

Writing: 750words (Dropped: Liked Typshare better due to the templates)
SEO: SEMRush (May Drop: It is overload and fairly pricey since I am using it as a DIY tool instead of using it as an offering to my clients)
Video Conferencing: Teams (Dropped: Did not integrate with HubSport)
Assessments: SurveyMonkey Pro (Going to downgrade the level, but keeping SurveyMonkey)
Phone: Kixie Phone (May drop and just use my cell phone)
Blog: Medium (Dropping in May when the subscription is up; not worth the effort to have my blog here.)
Blog: MailChimp (Dropping soon: Migrating to HubSpot for simplicity.)
Social Media Scheduling: Sendible (Dropped: Can now schedule on LinkedIn directly.)
Social Media Scheduling: Hootsuite (Dropped: Functionality would only allow for posting and analytics on my business page on LinkedIn; I needed it more for my personal page.)

Custom Integrations: Zapier (I think this will be the biggest game changer for me.)
Online Courses: Teachable
Follow Up E-mail Marketing: Salesreach.io (Also really excited about this tool.)
Graphics: Dall-E 2
Website: HubSpot (Integrates better with my sales process than Squarespace.)
Microphone: Rode Pod Mic (Upgrade: Since I am almost all virtual, my sound is becoming more important to me.)

If you use these tools, let me know what you think!

Filling the funnel through Client and COI referrals
Enhancing your sales process, the questions you ask, and the language you use when presenting concepts and financial plans
Communicating investment concepts and answering client questions

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