Financial advisors thrive on efficiency. Browser extensions are a fantastic way to boost efficiency in day-to-day tasks that you may not have realized were possible. With the right browser extensions, you can speed up the process of many everyday tasks to get through your work load faster. 

Not to pick a favorite, but we’re pretty avid users of Google Chrome around here, so we’ve compiled this list of our favorite browser extensions supported by Chrome – also known as Chrome plugins.

Keywords Everywhere

Essential for: Researching keywords for your SEO and advertising efforts

If you’re looking for an easy way to keep SEO top of mind and keep track of the top keywords people are using, look no further than the Keywords Everywhere extension. Every time you search for something on Google, you’ll see its traffic and current cost per click info. 

keywords everywhereAwesome Screenshot

Essential for: Whole-page screenshots, Marking up screenshots

Screenshots are a handy tool, especially when it comes to communicating with your clients. If a client is having trouble understanding a certain function of your website, screenshots are an easy way to guide them through the process. 

With modern technology, just about any desktop computer or laptop has screenshot capabilities, but what happens when you need to screenshot an entire webpage? Screenshot. Scroll down. Screenshot. Scroll down. And so on and so forth until you’ve covered the page. With Awesome Screenshot, now you can capture the whole page all at once, making an annoying and tedious task a simple one.

Awesome Screenshot also allows you to make markings on your screenshots. This will allow you to easily add any additional messages. Describing exactly what you want over email can be challenging, but by writing on an image, you can easily and efficiently add more clarification.


Essential for: Posting to Social Media Like a Champ

Buffer is a great piece of software for posting to social media, whether you post to just one account or have several accounts across multiple channels. The plugin makes it super easy to schedule that great Social Security article you’re reading to post on your Facebook page in just one click. 

And before you schedule that next social post…


Essential for: Keeping Your Social Posts, Emails and Blogs Free from Embarrassing Typos

We’ve all been there before: You just had a super profound insight hit you in the middle of the day and you quickly posted it on Twitter only to realize after it went out that it’s barely legible due to an abundance of typos. Never again. The Grammarly plugin has got your back on typos, and it doesn’t end there. Grammarly watches out for passive voice, grammar errors, contextual spelling and more. 


Essential for: Saving Articles for Offline Reading

When traveling for business, I’m sure you sit on the airplane itching to read the latest articles and insights. But at $7 an hour for in-flight wifi and the shocking hike in prices at the airport newsstand, what options are you left with? Watch the decade-old in-flight movie that they’ve selected? Browse the latest copy of SkyMall? Not if you have Instapaper.

With Instapaper, you can save articles from all your favorite sites in one place. The best part? You can enjoy them offline.


Essential for: Managing your passwords

This might be the most worthwhile browser extension of them all. 1Password automatically stores all of your login information to any of your favorite sites, so that you never have to click that shameful “forgot my password” button again. Click the 1Password icon in your Chrome browser, and the app will detect which site you are on and automatically fill in your login information for you.

feedly Mini

Essential for: Saving your favorite news and news sites

As a financial advisor, it’s crucial to keep up with the latest news in finance. With so many sites out there that serve as great sources for information, it can be a hassle bouncing from site-to-site. That’s where feedly comes in. With feedly, users are able to create “feeds” that show the latest insights from your favorite sites – all in one place.

Page Analytics (by Google)

Essential for: Tracking the performance of your website

We recommend that any advisor should have a Google Analytics account set up for their site. It allows you to access key insights on your website, such as site traffic, bounce rate, top performing pages and more. Once your free Analytics account is set up with your firm’s website, install the Page Analytics browser extension to quickly access this data.

There are new browser extensions being created every day, so don’t be afraid to play around and discover more that work for you. This list is a great start in using plugins to help you boost your daily efficiency.

Looking for even more ways technology can help make your practice more efficient? Check out “The Growing Advisors Guide to Must-Have Tech.”

00509900 – 08/29/19

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Three Takeaways From FinCon 2019 (That Aren’t Pens, Shirts or Stress Balls)

By: Sara Hinds
A lot of us are familiar with that post-conference attitude, right? After being out of the office for a couple days, we return to the real world ready to unload the weight of the pens, stress balls and ideas we took away from the conference.  Except I didn’t come back from FinCon 2019 bearing any extra weight. (I did visit the pizza shop down the street from the hotel quite a few times. I’m surprised they never recognized me.) Sure, one of the straps broke on my carry-on bag of conference goodies. But books are heavy and I had paid the bookstore near my hotel a generous visit.  Yes, I did go to the conference – I didn’t just go to Washington D.C. to eat pizza and buy books. I just didn’t come back to work bursting at the seams, and that’s a good thing. Here’s why. FinCon was like peeking behind the curtain of your favorite TV show or movie and not regretting it. Seeing how the meat is made, per se, usually replaces the mystery and romance with disappointment and feelings of underwhelming. FinCon’s tagline – making personal …

The Only 3 Activities an Advisor-CEO Should Spend Their Time On (and the Top 3 Time-Sucks to Avoid)

By: Michael Rose
Imagine an aspiring Olympic archer who has difficulty selecting the right target. It’s a safe bet that our intrepid sportsman will not make the trip to the next summer games. As an advisor-CEO, you must also identify and aim for your target if you strive for world-class performance. Ask yourself these questions: Which activities should I be performing, and which should be delegated to capable team members who have the capacity and desire to do that work? What narrow range of high-impact tasks are worthy of my time and energy? Which key functions am I uniquely qualified to do, and how can I arrange my team, processes and schedule so I can focus exclusively on them? With those questions in mind, and before we look at the three high-value activities we believe should top your list, let’s take a quick look at the top three time-sucks to which many advisor-CEOs fall victim. Top 3 Time-Sucks for an Advisor-CEO 1. Inbound Email When asked about daily activities that deplete energy and diminish productivity, many advisors admit they get crushed by the wave of inbound email. Note that just like a …

What Kind of Results Should Advisors Expect from Digital Advertising?

By: Robyn Whalen
You’ve heard us say it before, and you’ll hear us say it again: Digital advertising is an excellent way to boost awareness of your firm and generate leads. Platforms like Facebook and Linkedin, for example, make it easy to reach new audiences and target users that are likely to be interested in your services. Every advisor should utilize digital advertising, but it’s important to have realistic goals and expectations for an ad campaign. Many of us expect immediate, spectacular results right out the gate, and unfortunately in most cases, digital ads aren’t an overnight miracle.  Capturing leads via digital ads is similar to capturing leads through any other type of marketing strategy. It takes time, practice, patience and testing – oh yes, lots and lots of testing. Having unrealistic expectations of how your ads will perform will not only frustrate you, but it could discourage you from ever trying digital advertising again.  Mark Schlipman of Schlipman Wealth Advisors says advisors have a particularly difficult time keeping the long game in mind when it comes to marketing, and it’s a great lesson to keep in mind for advertising, too.  “When …

Building Key Stakeholder Plans for Team Members You Can’t Live Without

By: Tammy Breitenbach
If you were a coach looking to improve your struggling football team, you’d have two options: Bring in new people Invest in helping your current MVPs get better  Coaches who are trying to improve a team often find that investing in their MVPs gets them a better return on their time and energy than focusing on struggling players. A well-supported MVP has a way of lifting up the whole team, so even less-than-stellar players start improving.  Firm management for financial advisors can be similar. Investing in your MVP stakeholders should be a priority for your time and energy, and you’ll find they lift the whole firm in terms of growth and morale. Self-starting, self-motivated players are worth more than roomfuls of “yes men/women,” and keeping them should be a priority.  Let’s look at what it means to be a “key stakeholder” and how you can make a plan to keep these valuable players on the field and at the top of their game.  3 Qualities of a Key Stakeholder For the love of the game is a popular phrase in sports, and tells us something central about being a …
1 2 3 49