GROWTH RESOURCES

The digital age has made it far easier for smaller businesses to compete more effectively with the larger firms than ever before. There has been a leveling of the playing field.

But sometimes it can be hard to know where to start. 

With that in mind I have put together a listing of recommended practice growth tools I either use, or have used, on a daily basis to grow my business.

Disclaimer: Some of the links above are affiliate links. If you purchase through them, I might earn a commission, or be compensated in some way. However, please note that all of the resources listed, I either presently use in my own business or I've used in the past, which I found most helpful. 

RESOURCES

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WEBSITE

For any adviser wanting to build their personal brand, expand their influence and make a greater impact in their marketplace you must establish your own online presence. Building your own online platform is essential kit. We suggest starting your blog using WordPress and then amplify it's effectiveness with the tools listed below. 

Thrive Themes

ThriveThemes are a collection of WordPress plugins designed to maximise online lead generation and conversion. The plugins allow you to create professional looking websites and landing pages with zero coding. In fact, the page you are currently viewing is built using ThriveArchitect, one of the ThriveThemes suite of WordPress plugins.  


Flywheel

Flywheel is a managed website hosting platform specifically optimised for WordPress sites. What that means is Flywheel will take care of the nitty-gritty technical stuff so you can focus on growing your practice. They'll manage the caching & performance of your site, site security and ensure your site is always running on the latest versions of WordPress.


MARKETING

In this digital age marketing automation is absolutely necessary to grow your reach and impact, and ultimately enables you to scale your practice or firm. Below are a selection of tools designed to do much of the heavy lifting associated with staying in front of your prospects and clients.

Leadpages

Building your email list should still be one of your highest priority marketing activities. Leadpages helps businesses connect with an audience, collect leads, and close sales by enabling you to easily build websites, landing pages, pop-ups, alert bars, and much more. 


ActiveCampaign

ActiveCampaign is one of the simplest and yet most robust CRM (Client Relationship Management) systems on the market. It is the engine room which drives your email marketing and powers up your marketing automation


Zoom

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars. It's great for communicating & collaborating with clients, prospects & your team, wherever they are. 


Vimeo

Vimeo is an ad-free open video platform which provides video creators with high-quality tools & technology for hosting, sharing and streaming branded and completely customisable videos in HD and 4K.


SmarterQueue

SmarterQueue saves you hours when scheduling your social updates, and makes sure your posts get noticed, helping you grow your business the easy way. SmarterQueue recycles evergreen posts for you: organically increasing the reach of your content.


PRODUCTIVITY

We all struggle with competing priorities and time constraints. With multiple projects, communication channels and ideas all on the go at the same time the tools below help us make order out of chaos and ensure that nothing slips through the gaps.


Slack

We love Slack and use it everyday. Slack is a collaboration hub for work. It?s a place where conversations happen, decisions are made, and information is always at your fingertips. Your team and information all in in one easily searchable place.


Asana

Asana is our go to tool for managing projects and project teams. Asana allows us to manage projects, teams, tasks and allocate responsibilities to individuals to ensure each project is delivered on time, on budget and on spec.


Dropbox

Dropbox is our master file storage repository. It enables to share large files and resources to our team, our clients and even our prospective clients, anywhere in the world. With both desktop and mobile access we can get to our files anytime and anywhere.


Evernote

We're all busy and we can't always control when awesome ideas pop into our heads. ?Evernote lets us capture those ideas on the go. It is a note taking app which helps capture project ideas, to-do's, seminar notes, documents and whole host of other things.


PAYMENTS

In an online world our clients are increasingly adopting online payment methods. But security is a concern. Below are the resources we use to ensure our clients can make their payments online in a secure way. 


Stripe

Scale faster by building your business on Stripe's payment processing platform. APIs to accept credit cards, manage subscriptions, send money and run a marketplace. Easy integration and transparent pricing.


Paypal

Paypal are a big player in the online payment space, making your payments simpler & more secure. Paypal enhances online payment security, allows you and your clients to pay on the go. It's known and trusted by millions worldwide.

WEBSITES

For any adviser wanting to build their personal brand, expand their influence and make a greater impact in their marketplace you must establish your own online presence.

Building your own online platform is essential kit. We suggest starting your blog using WordPress and then amplify it's effectiveness with the tools listed above. 

MARKETING

In this digital age marketing automation is absolutely necessary to grow your reach and impact, and ultimately enables you to scale your practice or firm.

These tools are designed to do much of the heavy lifting associated with staying in front of your prospects and clients.

PRODUCTIVITY

We all struggle with competing priorities and time constraints. With multiple projects, communication channels and ideas all on the go at the same time the tools below help us make order out of chaos and ensure that nothing slips through the gaps.

PAYMENTS

In an online world our clients are increasingly adopting online payment methods. But security is a concern. Below are the resources we use to ensure our clients can make their payments online in a secure way. 

Have further questions? Get in touch today!

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