Introducing Livewire for Professionals
Simple tools designed to help independent financial professionals compete with the big guys
A note from the CEO
by Arman Bajwa
I know the pains of working in a seasonal business and trying to compete with the big guys. I began my entrepreneurial journey as an independent tax preparer out of my home. Eventually I grew frustrated by the inability to scale my business, because I couldn’t afford a store front or marketing to distinguish myself from the competition. I took this problem and created a solution for independent tax preparers like myself, by co-founding Livewire. Welcome!
Behind every great business are great tools
Livewire was built on the belief that great tools should be incredibly easy to use
Keeping up with all of the changes in technology and online services is hard, but you need to work at the speed of the big boys or your business won't survive. Livewire provides everything you need to run a modern financial practice with powerful yet simple tools for building a personalized webpage, tracking clients, scheduling appointments, managing documents, collecting signatures and much more:
Did you know that over 60% of all client searches for financial services start online? And over half of clients say they've researched their financial professional online after the were recommended. It's pretty surprising, then, that less than a quarter of tax and accounting professional even have a webpage. Livewire Homepage eliminates that cost and complexity with a beautifully designed personal homepage that looks great on all devices and is designed specifically to be easily searchable online.
How does a Homepage help your practice?
- Claiming your personalized homepage takes less than 10 minutes - just answer a few simple questions about you and your practice
- Your Livewire Homepage shows potential clients everything they need to know about you: qualifications, experience and your full contact information
A Livewire Homepage means finally having a personalized link to put in your email signature and on business cards.
Livewire Listing Concierge
Did you know that only 30% of small firms and independent financial professionals have their business listed on Google Maps? That's pretty low considering that over 80% of all local searches start on a mobile device now. A Livewire Listing Concierge will build your personalized accounts for the two most common search tools for local businesses: Google Business (results searchable in Google Maps and Google search engine) and Yelp. No hassle, just results.
How does a Listing Concierge help your practice?
- Our experts build your Google and Yelp business accounts and optimize them to get ensure your business shows up where clients are searching most
- Control your online presence by making sure the search results for your business reflect the information you want clients to see when they research you online
- Ensure that your contact information is consistent and up to date across all websites with quarterly online audit reports that cover the majority of other online directories ( yp.com, yahoo local, etc.)
Livewire Listing Concierge offers you a one-stop shop to get you listed on the most important online directories that clients are using. Learn more:
Did you know that the average financial professional spends over 65% of their typical work doing non-billable task like scheduling appointments, sorting through documents, chasing down client signatures or organizing their client lists? Eliminating or simply minimizing those tasks with Livewire Dashboard could mean working half as hard or earning twice as much.
How does Dashboard help your practice?
- Send specific document requests and receive automatic notice when they've been uploaded with Document Assistant
- Allow clients to sign from any device with Digital Signatures
- Eliminate email tag scheduling with Appointment Assistant
- Sort your full client list by status so you instantly get a snap shot of how your practice is doing with Client Manager
Dashboard means saving time, delighting clients and getting paid more quickly. Learn more:
Livewire Virtual Meetings
Did you know that the average financial professional spends on average 1.5 hours on the road every day driving to and from client meetings? Well, no more traffic time with Livewire Virtual Meetings. Start offering clients convenience and save time without sacrificing the trust of a face-to-face meeting.
How do Virtual Meetings help your practice?
- 100% cloud-based video means no complicated software install. All you need is a webcam, mic and the web
- One low-priced monthly plan means every client gets all the face time they want, without you having to watch the clock
- Broaden your reach to any client in any timezone, nationwide. No boarding pass or cramped seating required.
Virtual Meetings means having a personal connection to each and every client... from the comfort of your home, office or anywhere you have internet. Learn more:
Livewire Custom Website
Did you know that less than 10% of all websites online are responsive? Is your website responsive? Do you know what a responsive website is? If not, it's not your fault. You're a financial expert, not a web design expert. But that doesn't mean it doesn't matter, especially when the majority of all web traffic in the next 10 years is going to come from mobile devices. [And in case you were wondering, "responsive" web design refers to making the format of content (i.e., image, words, videos) adaptable to be easily viewed and navigated on multiple devices or screen sizes. This website - for example - is responsive, so it should be just as easy for you to read the text on your smart phone, tablet or laptop.]
How does a Custom Website help your practice?
- Livewire's web design experts have years of experience building incredibly elegant websites that are fully responsive across every device imaginable.
- Break out from the monotonous herd with a professional website that showcases your business through large, vibrant photos, perfect pairings of artfully selected fonts and a custom designed modern logo.
A Livewire Custom Website means constantly showing off a website that is as unique, sharp and chic as you are.
As a busy financial professional, your time is valuable, so why spend hours searching for piecemeal business solutions that aren't tailored to your needs? With Livewire, you get all the tools you need, without any of the expensive extras you don't. Compare us to some of the leading business apps in the market, and you'll quickly see that it's not much of a comparison:
Don't take our word for it
Listen to what your colleagues have to say
I got most of my clients through referrals, so I never really thought I needed a website. But Livewire was free, so I figured why not. Now I link to my Livewire profile on all my emails and even put it on my business card. Even my old clients are impressed by it, and it makes me feel more professional.
I work in an extremely client-oriented industry, which means it's critical that I make every client feel like I'm there for them. So to stay above the competition, I make myself available to meet whenever and wherever they want. Now with Livewire Virtual Meetings, I've moved half of those meetings to virtual meetings so I can actually stay in the office and get some work done.
Before I found Livewire, I was using a lot of piecemeal solutions: I scheduled appoints on my Outlook calendar and stored all my client documents on my laptop. Then a colleague invited me to join Livewire, and it had everything I needed in one place. At that point, it was really a no-brainer.
Looking for new clients?
Create a robust Livewire Homepage and automatically be eligible for referrals through Livewire's national marketplace for financial professionals
Claiming your Livewire Homepage will give you a leg up on the competition. You'll have an elegant, mobile-friendly webpage to share with clients, add to your email signature and post on other social media profiles. But did you know that you're also eligible to be listed on the Livewire financial marketplace?
In addition to creating easy-to-use tools for financial professionals, Livewire is also home to a network of over 2,000 of the nations top tax, accounting and investment advisors. These financial professionals are searchable through the Livewire Concierge -- a proprietary algorithm that makes personalized recommendations to clients who are looking to speak to qualified financial professionals like you.
So what do you have to do to become eligible to be recommended by the Livewire Concierge? Fill out at least 60% of your profile and automatically become eligible. And the best part is, as you fill out your webpage, you'll be asked to specify the exact types of services you offer. Livewire's algorithm ensures that you don't get matched to clients looking for services that you don't offer. That means no more generic listings or advertisements followed by phone calls from clients that you can't or don't want to work with.
To learn more about how Livewire Concierge works for clients, click HERE.
Ready to create your online business today?
The first step is building your FREE Livewire webpage. Get started below and then upgrade to Livewire Premium features like the Dashboard, Virtual Meetings and more.
Still have questions? We have answers.