Top Business & Creative Tools for Financial Advisors

Inspired by the Kitces software map, I wanted to put together a brief version with creative business tools:

Email Marketing

• ConvertKit
• MailerLite

Graphic Design

• Canva
• Figma

Website

• Webflow
• Framer

Podcast

• Spotify
• Buzzsprout

Video Editing

• iMovie
• VEED

Scheduling

• Acuity
• TidyCal

Scheduling software may appear to be the odd man out, but I think it's an extremely important part of the mix as it's often someone's first direct contact with you.

They could have read some blogs, checked out your website and once they want to reach out, they have to go through the UX of the scheduling tool.

Then they'll get confirmation & reminder emails from the same tool.

Everything about it needs to be up to par.