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Practice Management > Building Your Business

10 tech devices that will save your business time and effort

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Having a technologically advanced office is a choice each advising firm makes on its own, but some advisors find that certain devices and software save them valuable time, effort and resources — all while gaining more clients and sales.

Take a look at these 10 tools recommended by tech-savvy advisors and see if you can’t find something to add to your practice for the New Year. You can click or tap the images to enlarge them.

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What is it?     

A service that collects and organizes your notes, images, projects and presentations across all of your devices. Pair it with the Penultimate app, which allows you to use a stylus to add notes to your Evernote workspace material.


Evernote: Free; Evernote Premium: $5/month; Evernote Business: $10/month/user; Penultimate: Free download for Mac and PC.

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What is it?     

A program that transforms your existing website in a lead-generation machine, as well as assesses your clients’ risk tolerance with a unique questionnaire.

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Bill Good Marketing® Gorilla CRM System

What is it?     

A program that integrates contact management, advanced messaging, campaign management, team coordination and office management. Send unique birthday cards, learn how to promote (not ask for) referrals, choose from dozens of etiquette letters, and delegate all non-sales functions effectively.

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See also:

6 ways to multitask like a superhero

2 new apps that make it wasy for customers to review your agency

25+ apps to make your everyday life easier


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