If your business were a car then your team is the wheels to keep moving it forward. Your team is the most valuable asset of the business. With hard work and dedication, they maintain everyday operations. To keep that car moving swiftly, ensure your employees are satisfied and have the best market tools to succeed. Technology advancements make their jobs easier by reducing repetitive tasks, simplifying communication, streamlining everyday operations, and improving time management. It’s always worth investing in the tools business advisors must have to boost employee productivity and stay on top of the market.
Business advisors have a complex job, helping clients with their financial goals and unique situations. Being a business advisor is like being an integral part of any business to help organizations overcome future challenges. They can bring out the required changes at the organizational level by improving business processes and policy development.
ClickUp
Started in 2017 ClickUp is an industry-recognized project management tool for communication and collaboration for all businesses. Using ClickUp companies can handle chats, tasks, and documents. It allows users to set work priorities, and assign and resolve comments on the given tasks according to business needs. Users can sign up for free with different subscription options. It allows users to filter important tasks where all the team members can easily work together and collaborate. Users can enable two-factor authentication security and track project metrics with its intuitive interface.
Picktime
Picktime is a cloud-based appointment scheduling software. It has powerful features designed for teams and individuals. Picktime can help businesses cut through the clutter and bring to the surface what matters most. Using Picktime you’ll get a completely secure database to store all your client’s and team’s information. With Picktime users will get a customizable business page with a unique URL and a book now widget to manage the theme according to their business needs. From medical to sports to personal meetings it can serve every business. Picktime can handle upfront payments, team management, recurring bookings, and invoice generation at multiple locations with 24×7 email support. You can have calendar sync (Apple/Google/Outlook) and attendance & waitlist to avoid overcrowding. Discover the features and benefits of the service by signing up for free today.
Slack
Slack is a messaging tool to make it easier for employees to communicate and collaborate on different projects. It allows file sharing and cuts down on the tedious back-and-forth email chains. It has become a popular platform due to the advanced UI and features it has to offer. Users can integrate with more than 2400 different apps – Salesforce, Twitter, Dropbox, Hubspot, Microsoft Outlook, and more. It’s trusted by some of the famous companies in the market Airbnb, NASA, Uber, and Etsy.
Monday.com
Monday.com is an online product management platform that enables businesses of all sizes to plan, track, and manage their work. From large-scope roadmaps to weekly iterations, monday.com helps businesses define and analyze their ownership, manage sprints, and collaborate to work together from anywhere. Monday.com offers an open platform with all kinds of dashboard planning and tracking. It also offers advanced user management, document management, and expense management.
Paladin Registry
Paladin research and registry is a free consumer site for people looking for professional financial planners. You can use its free match service to get paired with an advisor or you can search in the directory for the best advisor according to your unique needs. Some of the features of the Paladin Registry include:
- Financial advisor matching tools
- Financial advisor directory
- Investment education
- Investment directory
Fiverr
Fiverr is an online marketplace to get top-notch professional services from freelancers. It’s an online platform for business owners and team managers to find highly skilled freelancers from around the world. It might sound odd but people must find skilled and trustworthy people to work with. It’s completely free to join and it has something to offer both the buyer and seller. Using Fiverr you can have exposure to landing page design, marketing strategy, content writing, hr consulting, and many others.
Dropbox
Dropbox is one of the famous cloud-based backup service tools business advisors must have. With their compact security, their storage and transfer systems are constantly improving. There are many to choose from but Dropbox is one of the tools business advisors must have. It’s one of the most popular and reliable offering features such as a document scanner, file storage, watermarking, and screen capturing. All these features can come in handy for advisors to communicate anything with their clients and team.
Axure RP
Axure RP is a web-based software that allows professionals to create documents, prototypes, and wireframes. Its workflow makes it easy for users who have never designed anything before by providing basic shapes, headings, buttons, drop-downs, text fields, form elements, and flow shapes. Some of the deliverables you can create using Axure RP include
- Sitemaps
- Personas
- User workflows
- Customer journey maps
- Prototypes
- Wireframes
Planview
Planview is the best product management tool for enterprise organizations. It helps organization leaders and managers align business strategies with product offerings. Planview features allow stakeholders to monitor where the products are in the life cycle. This information can be used to make informed decisions for the product’s future growth. Using Planview users can access data visualization, road mapping, time management, scheduling, collaboration support, and prioritization.
Walling
In the list of the tools business advisors must have last we have Walling. Walling is best used for visually organizing project ideas and tasks. Walling mainly helps product managers and teams to organize and manage the projects by providing them with one place that helps them in clarifying all the ideas, information, and tasks. Using Walling you can have calendar management, task tracking, campaign management, notifications, and data visualization.
What do you think is better – using an all-in-one tool or having a collection of product development tools?
The bottom line is that technology is redefining the terms for every business including business and financial advisors. Utilizing the latest tools is essential for creating relationships and maintaining productivity. All the above-mentioned tools have proven to be the most convenient and useful tools business advisors must have.
