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, a Google app that takes my client's finances and breaks them down into income, taxes, assets, and debt, better helping me calculate their retirement needs. The app allows me to play out various scenarios, such as changes in job, expenses, and spending."