Tools & Resources We Actually Use
Digital Anchor Advisors operates a lean, high-output practice. These are the tools that make that possible. We share them because the right stack is one of the best investments any advisory firm can make. Some links are affiliate links. We earn a small commission at no cost to you.
Web Hosting — Hostinger
Fast, reliable hosting for all our sites. VPS plans that outperform GoDaddy and Bluehost at half the price.
Email Marketing — MailerLite
Our email platform. Automation sequences, landing pages, subscriber management — everything in one clean dashboard. Free to start.
CRM — HubSpot
The CRM behind every client relationship we manage. Free tier covers pipeline, contacts, email tracking, and meeting scheduling.
Design — Canva Pro
All decks, proposals, and client materials are built in Canva Pro. Professional output, fast turnaround, no designer required.
→ Try Canva Pro free for 30 days
Automation — Zapier
Zapier connects every tool in our stack. New lead → CRM entry → Slack notification → email queued, all automatically.
→ Try Zapier — free plan available
Scheduling — Calendly
Clients book directly into available time slots. Automatic confirmations and reminders, zero scheduling emails.
→ Get Calendly — free plan available
Project Management — ClickUp
Every client engagement is tracked in ClickUp. Deliverables, timelines, notes, and communications all in one workspace.
→ Get ClickUp — free forever plan
Recommended Reading
- $100M Offers — Alex Hormozi
- Built to Sell — John Warrillow
- The E-Myth Revisited — Michael Gerber
- Traction — Gino Wickman
- Never Split the Difference — Chris Voss