Tell me about the systems and tools that you lean on to do your job.

"First and foremost, I use my CRM all day long, and rely heavily on it when it comes to my pipeline of business and existing client portfolio. I use Capsule because it's a CRM that allows me to share progress with my team, should we be working on larger investment accounts together. Aside from my CRM, I also use email marketing automation software, allowing me to keep my leads warm with an email funnel that I have automated. A new tool that I love is NestEgg Estimator, which is a Google app that takes my client's finances and breaks them down into income, taxes, assets, and debt, better helping me to calculate their needs for retirement. The app allows me to play out various scenarios, such as changes in job, expenses, and spending."

"I have been teaching myself a few new tools, in anticipation for my first job in wealth management. These tools include Salesforce CRM, where I have been taking their free webinars and tutorials. I have used YouTube channels to learn additional tech such as Black Diamond, which is a cloud-based portfolio management platform. I understand that Black Diamond will help me with information aggregation, customizing reports, and other tasks required of me as a junior advisor."