5 Productivity Tools for Advisors

Productivity in the financial planning world plays a huge role in our day-to-day successes. With only so many hours in the day to handle what seems to be a never-ending to-do list, days ending with a sense of productiveness are few and far between. Luckily, there are some user-friendly productivity tools available to advisors that can help you get more done during the day.

5 tools for advisors that can help boost productivity

1. Slack

Slack is a real-time, professional communication tool that allows you to easily interact and collaborate with colleagues through what they call ‘channels.’ You can think of it as the WhatsApp of professional life. What’s great about Slack for financial advisors is that you can also share channels with your clients and outside partners. That means less time spent checking those emails!

2. Asana

Keeping up with everything you need to do for a client’s portfolio can be tricky, especially when you have multiple clients. Asana is a project management tool that allows you to functionally organize tasks how you deem fit. You can organize them by client, by due date, or even by priority.

3. Zoom

Nothing is more frustrating than when a client continuously cancels on their meetings. Zoom allows you to jump on a video or voice call with your clients, from a desktop or mobile phone, so you never have to worry about finding the time to reschedule again.  

4. Google Drive

Sending clients important attachments via email is an easy way for them to get lost in a sea of unopened emails. The last thing anyone wants to do is dig through 5,000 unopened emails for one attachment. Google Drive allows you to share and organize your files in one concise place so that both you and your client are able to easily access them.

5. Benjamin

Benjamin is the world’s first digital assistant created for advisors by advisors. This tool is perfect for increasing productivity, and is essentially a combination of all of the above integrations rolled into one easy-to-use tool. Benjamin is able to:

  • Intelligently communicate with clients via chat or text message.
  • Send you custom alerts when a client’s portfolio goes above or below your present allocation.
  • Schedule your meetings and send reminder texts to keep you up to date.
  • Create dynamic lists that automatically add, remove, and send conversations to clients based on AUM, age, allocation, and more.

Ready to see how Benjamin can help you boost your productivity? Reach out to us here to get started with a free trial today!

woman showing man tools for advisors on laptop