7 Technology Hacks That Financial Professionals …2016/05/07 · hacks/apps/tools that every financial professional can use to reclaim unproductive hours every day. I hack a clever

7 Technology Hacks That Financial Professionals Can Use to Reclaim Unproductive Hours Every Day Brad Johnson

© Copyright 2016 http://bradleyjohnson.com i

Introduction f you’ve been in business for more than 10 or 15 years, chances are you

still remember what I affectionately call “The Technology Dark Ages.”

Do you remember when almost all business communication was done by

fax? Or how about when you had to pull off and find a payphone to

contact a client you were about to meet? Remember these days?

While those technologies improved our lives and made it easier to do

business, they are antiquated compared to the technology we have at

our fingertips today. Now we can call our clients as we drive down the

road. Even more amazing, we can email them documents, text them

pictures from your last client event, check market updates and read the

latest Wall Street Journal article all using the same exact device!

Of course, technology is always marching forward and giving us new and

better ways to do things. With this in mind, I want to share some of my

favorite tools I’ve uncovered in the last decade or so of consulting the top

financial professionals in the country! Here are seven technology

hacks/apps/tools that every financial professional can use to reclaim

unproductive hours every day.

I

hack a clever solution to a tricky

problem

to hack is to mod or

change something in an

extraordinary way

http://bradleyjohnson.com/

http://www.urbandictionary.com/define.php?term=hack&defid=3916807

7 Technology Hacks That Financial Professionals Can Use To Reclaim Unproductive Hours Every Day Brad Johnson

© Copyright 2016 http://bradleyjohnson.com ii

Table of Contents

Introduction i

TECHNOLOGY HACK #1: BombBomb.com 1

TECHNOLOGY HACK #2: Mobile Assistant 4

TECHNOLOGY HACK #3: Google Voice 7

TECHNOLOGY HACK #4: Join.me 9

TECHNOLOGY HACK #5: iPad Pro & Apple Pencil 11

TECHNOLOGY HACK #6: TimeTrade 13

TECHNOLOGY HACK #7: Zoom 14

Conclusion 16



© Copyright 2016 http://bradleyjohnson.com 1

TECHNOLOGY HACK #1:

BombBomb.com

In a world where all of us are

constantly flooded by emails and

trying to figure out how to keep

our inbox at a manageable level,

BombBomb.com is one of the

coolest communication mediums

I’ve seen in a long time.


http://bombbomb.com/brad/





Figure 1: Screenshot of my video library

Imagine the ability to break

through the email clutter by

actually connecting with someone

via a personal video message,

rather than another boring email.

BombBomb allows you to shoot a

personal video direct from your

phone or laptop and literally have

it in a client’s inbox (or in

hundreds of clients’ inboxes) five

minutes later. Not only that, but

imagine knowing exactly when

each client or prospect opens your

email and views your video. If you

happen to put a link in the body of

the email, you’ll know when they

click on it too (see next page).

http://bra/




Figure 2: I love the analytics provided for every email sent!

One of the reasons I use

BombBomb.com in my business is

because it helps me break through

the email clutter and get the

attention of prospects and clients

when I need to. Not only that, it

gives me the ability to see the

analytics on the back end. This is a

must-use tool for all financial

professionals.

BO

NU

S!

Check out 2 week free trial, if you’d

like to try it out!







TECHNOLOGY HACK #2:

Mobile Assistant

My good friend Corey Westphal

was definitely ahead of his time

when he created Mobile Assistant.

Think of it like Copytalk only real

live people actually doing the

transcription services behind the

scenes. This allows you to include

bullets, CAPS, and also spell out

each name to be sure it’s spelled

correctly. In fact, this entire eBook

was written with Mobile Assistant!

http://bra/

http://mobileassistant.us/brad/





Figure 3: Here's Mobile Assistant's interface, I simply hit the

blue microphone to record and the checkmark to submit!

Steps to Write This eBook:

1. Opened up my Mobile Assistant

app on my iPhone and tapped

the blue microphone to start

recording (see picture to left)

2. Spoke into the voice recorder

each of the 7 tech tools I

wanted to cover in this eBook.

3. Tapped the gray checkbox to

upload and submit my

recording

4. 4 hours later… I had the typed

document sitting in my inbox!!!

Now imagine the ability to sit

down with a client for an hour,

scribble a bunch of notes and then

within five minutes of them

leaving your office you’ve

transcribed all of your notes by

voice recorder and they’re emailed

to you and your office staff within

about a four-hour window. You

can do this with Mobile Assistant.





Not only can you use it to archive

your notes, but you can also

delegate follow up tasks to your

team, so that once you’ve

completed a meeting, the wheels

are in motion to accomplish all the

required tasks. This alone saves me

HOURS a week.

One more thing: From a compliance

and suitability standpoint, imagine

having every single one of your

notes transcribed and archived in

your CRM without having to type a

single word. I hope you’re starting to

see why Mobile Assistant is an

incredible service that I couldn’t

live without.

BO

NU

S! Check out a 30 day free trial

from Mobile Assistant, just

for reading!

Figure 4: Yes, Mobile Assistant makes it this easy.

http://bra/






TECHNOLOGY HACK #3:

Google Voice

Google Voice is amazing. It

provides you with a second phone

number that includes call

forwarding, voicemail

transcription, caller ID, and all

kinds of other time-saving

abilities. Surprisingly, Google

Voice is still FREE. If you aren’t

using it to create your own client

concierge hotline, you’re missing

an incredible opportunity in

your business.


http://www.google.com/voice



http://www.investmentnews.com/article/20141027/BLOG09/141029941/concierge-services-are-not-just-for-hotels

http://www.investmentnews.com/article/20141027/BLOG09/141029941/concierge-services-are-not-just-for-hotels



Figure 5: Here’s what Google Voice's online voicemail inbox looks like—

recordings and transcriptions for every call.

Also, for those financial

professionals out there who have

multiple marketing funnels like

radio or public seminars, it’s a

great way to track the specific

ROI of your marketing funnels as

you now have a dedicated 24

hour hotline specific to that

marketing activity.

BO

NU

S!

Google voice is FREE – go check it out!

http://bra/





TECHNOLOGY HACK #4:

Join.me

In the world of screen shares and

conference calls, Join.me is top of

class. After trying just about every

service in the book, the ease of

use and simplicity of joining

screens via Join.me is the reason it

beats out its competitors. It has

both free and paid-for options

depending on the functionality

you need.


https://www.join.me/





Figure 6: Anything on your computer screen can be shared live!

You don’t have to download

software. There’s no clunky phone

number or email entry, just a

simple interface with a link and

the ability to record conference

calls with video. If you’re using

screen shares and you aren’t using

Join.me, you’re not

using the easiest service out there

in my opinion.

BO

NU

S!

Here’s the link to check out a

free trial!

http://bra/






TECHNOLOGY HACK #5:

iPad Pro & Apple Pencil

Ok, so I’m sure you are familiar

with Apple’s iPad; however, my

guess is you’ve never used it like

this… with the new Apple Pencil

you can now capture everything

digitally on your screen so you can

literally do a yellow pad

presentation virtually for your

clients or prospects. I use it all the

time during screen shares as well

as during my The Elite Advisor

Blueprint™ strategy sessions.


http://www.apple.com/ipad-pro/

http://www.apple.com/apple-pencil/




http://bradleyjohnson.com/schedule/

http://bradleyjohnson.com/schedule/



Figure 7: The most important tool on my desk. Imagine having

the ability to do a "yellow pab" presentation from anywhere!

Not only can I save and edit these

files, but it also allows me to

convert them to a PDF so that I

can easily share my handwritten

notes with my clients. I couldn’t do

my business as I do it today

without this incredible gadget; it

turns a virtual appointment into a

personal experience.

BO

NU

S! Unfortunately, there is no free trial

here! However, you can purchase the

iPad here and the Pencil here.

http://bra/





TECHNOLOGY HACK #6:

TimeTrade

Imagine the power of being able

to schedule all your appointments

without an assistant. This is the

power of TimeTrade. It literally

plugs into your existing calendar

and allows email recipients to pick

and book their own times based

on which time-blocks you choose

to allow them access to. This saves

a ton of time (no pun intended)

and alleviates much of the busy

work that might normally fill your

assistant’s day.

B

ON

US

!

Check out a free trial here!


http://www.timetrade.com/






TECHNOLOGY HACK #7:

Zoom

Who else has sat through a boring

webinar? How many minutes go by

before you’re checking your email on

the other screen, playing your

favorite time-wasting game on your

iPhone or doing something else to

pass the time?

Well, imagine if you could keep

100% of your audience’s attention

while sharing the same type of

content.

This is Zoom as now you have live

video conferencing options for free

where it’s like you’re sitting around

the boardroom table having a live

conversation with up to 10

attendees at one time (or more

with paid version).

http://bra/

http://bit.ly/1T6CPAK





Figure 8: The ability for video conferencing anywhere you have a camera and an internet connection,

I use it to produce The Elite Advisor Blueprint Podcast each month!

BO

NU

S! Here’s how to start your free trial!

(paid versions for larger webinars

and meetings.)

We’ve used this service to host

small mastermind groups among

our existing clients, record my

monthly Elite Advisor Blueprint

Podcast and are still learning new

and fun ways to utilize this service.




http://bradleyjohnson.com/podcast/

http://bradleyjohnson.com/podcast/

7 Technology Hacks That Financial Professionals Can Use To Reclaim Unproductive Hours Every Day


Conclusion

n summary, every year new developments in technology are being

released. Many of them can help you streamline your business,

saving you both time and money. It’s important for you to invest in

your “technology education” so that you remain on the cutting edge.

I hope these technology hacks I’ve shared with you allow you to

squeeze more productive hours out of each and every week!

Please email me at [email protected] to share comments on

any of the technology hacks I may have missed or to share some of

your other favorites. Thanks for reading!

I

Neither Brad Johnson or Advisors Excel is affiliated with the products or services

mentioned in this article, nor do they guarantee the accuracy or quality of their services.

Financial professionals are ultimately responsible for the use of any materials or services

and agree to comply with the compliance requirements of their broker-dealer and

Registered Investment Advisor, (if applicable) and the insurance carriers they represent.

AE04164226- For financial professional use only.

Learn more about Brad

and his team here:

www.bradleyjohnson.com/about

Want to design your ideal practice?

Take the next step here http://bradleyjohnson.com/schedule

http://bra/

mailto:[email protected]

http://www.bradleyjohnson.com/about

http://bradleyjohnson.com/schedule

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7 Technology Hacks That Financial Professionals …2016/05/07 · hacks/apps/tools that every financial professional can use to reclaim unproductive hours every day. I hack a clever