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Updated by FAHUB on Feb 19, 2023
Headline for TOP 10 Productivity Tools for Financial Advisors
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TOP 10 Productivity Tools for Financial Advisors

Staying sharp, focused and on top of your game requires a lot of attention to detail, precision, and execution. Here are some tools that will help you.


I love Grammarly, mostly because it has saved my butt so many times. I pay for the pro version because I write a lot and it makes sense for me however they have a free version as well. They make the number one spot on my list because they take my writing to the next level.

Download the FREE version HERE


Evernote is my digital brain. I keep everything from personal notes, quotes, business ideas, to podcast episodes I like, business articles I find on the web, random pictures - you name it evernote can capture it. What's more, they have a really cool web clipper extension on chrome that makes it easy to save stuff as your surfing the net. Best of all, they are synchronized with so many other softwares that it makes it easy to export your files. I recommend starting with a free version. #notes

You can check it out HERE.




Coggle is a mindmapping tool. Before you embark on your idea or project, I highly recommend you use Coggle's intuitive mind mapping platform to brainstorm and identify your strategy.

You can check out coggle for free HERE. #mindmap #brainstorm #project




Trello is a project management tool. I really like trello because with all my projects I can keep track of what i'm working on and at what phase i'm in with each project. Trello is collaborative, so you can invite team members and delegate authority to contribute and move things as they get done. It's very intuitive and easy to use.

Try Trello HERE for free. #project


KW finder is one of my favorite tools to use. I am always interested in seeing what people are searching for and the trending topics. KW finder is useful because if you are looking to rank on the first page of google KW finder will help you recognize the keywords you should be incorporating in your website along with the level of competition in your niche. For instance, if i am a Financial Advisor and I want to see how many people are searching the phrase "Financial planner near me" in a specific region like Detroit, Michigan KW finder can tell me the monthly search volume and also give me the search engine results page known as (SERP) to help me identify who in fact are the financial planners to rank on the first page of google for that term in that region. Talk about important DATA!

Check out KW finder HERE.




Slack is a very cool and easy to use application which allows you and your team members to virtually collaborate in a private room. You can share files, and even facetime or take a voice call. It's like skype, google hangouts, and email in one. #team #collaboration

Check out slack HERE

Constant Contact

Your email list is likely your most valuable asset in your business. Constant contact can help you manage your email list and stay atop of your clients mind with touch points. I personally use mail chimp right now, but it's because they make most sense for me at this point. However, if I was an advisor looking to grow and capitalize on my email list, I would look into constant contact. #email #marketing

Check out constant contact HERE.




If you're trying to build your brand and grow your business you likely have multiple social media accounts. Buffer is a social media management app that allows you to schedule posts, and manage all of your social media profiles in one place. This is a MUST and a huge time saver. #socialmedia

You can check out buffer HERE.

Google Drive

Google drive for me is the best and most convenient way to store all my most important data and files. You get the first 15 GB of storage space for free and after that you can pay to upgrade for more. I highly recommend Google drive for anyone needing to store their files and want an easy way to do it. #business #memory

Check out Google Drive HERE.


Wunderlist is the ultimate to-do list app. I like wunderlist because it allows you to set dates and share your list with others. If i'm going to the grocery store, I have a list that my wife and I share, and instead of having her send me a text or call me, she just adds anything we need on our Wudnerlist shopping list and I receive notification that it was updated. Very convenient and easy to use. #todolist

Check it out HERE.