You have actually obtained your CRM in one tab, your email marketing system in one more, a program builder elsewhere, and do not even get going on where your landing pages live. Sound acquainted?
If you’re tired of flipping in between systems, duplicating information backward and forward, and duct-taping your marketing pile together with Zapier zaps– you’re not the only one. Which’s specifically where GoHighLevel (or just “HighLevel,” as experts call it) dives in like a superhero with a tech stack under one cape.
If you’re running a digital agency, freelancing, or taking care of numerous customers, GoHighLevel isn’t just one more tool– it might just be the just one you’ll ever before require. Let’s break down GoHighLevel For Financial Advisors.
What’s GoHighLevel?
At its core, GoHighLevel is an all-in-one sales and marketing system developed specifically for agencies like yours. We’re speaking CRM, email marketing, landing pages, sales funnels, training course creation, consultation reservation, workflow automation … you call it, it’s there.
It’s generally what occurs when ClickFunnels, ActiveCampaign, Calendly, Kajabi, and Mailchimp have a highly efficient infant.
But right here’s the twist: GoHighLevel is tailored for you– the firm proprietor, the freelancer, the SaaS reseller. It’s not nearly building pretty pages. It has to do with running the whole show from one location.
An Actual All-in-One
Ever before seen those systems that declare to be “all-in-one” however somehow still make you spend for Zapier? Yeah, GoHighLevel’s not that.
You can actually cancel:
- Your CRM (like ActiveCampaign or HubSpot).
- Your funnel builder (ClickFunnels).
- Your schedule device (Calendly).
- Your training course platform (Teachable or Kajabi).
- Your e-mail marketing device (Mailchimp or ConvertKit).
- Your social post scheduler (Barrier or HootSuite).
And replace them all with GoHighLevel.
I understand– it practically sounds like way too much. Yet that’s type of the point. You’re not intended to need anything else. Just terminate it up, produce a sub-account for each client, and boom– you’re in business.
However Is It In fact Excellent?
Let’s speak pros and cons. No fluff– just the real stuff you would like to know.
�… What You’ll Love
Endless Funnels & Sites: Unlike Kajabi or Systeme.io, you’re not boxed in. Produce as many as you desire.
Two-Way Text Messaging: Text leads, obtain replies, and keep it all tracked.
Robust CRM: It’s up there with the best. You can take care of contacts, trigger automations, and established pipeline phases easily.
Powerful Automation Engine: Assume ActiveCampaign-level workflow reasoning. Drag, go down, segment, and go.
Sub-Accounts for Clients: One dashboard to rule them all. Manage several clients without jumping accounts.
SaaSPreneur Design: Intend to re-sell HighLevel as your own software application? You can. And people are crushing it with that version.
Zapier + Native Integrations: While GoHighLevel does a great deal, it likewise plays great with various other devices.
❌ Where It Falls Short
Email Deliverability Issues: Particularly if you’re using Mailgun (the default). If your open rates tank after changing, this may be why.
Email Program Costs: Sending out big email blasts? You’ll pay about $0.01 per e-mail. That builds up quickly with a huge checklist.
UI/UX Can Be Clunky: Setups are scattered, some dashboards are unintuitive. You’ll feel it.
Jack of All, Master of … Some: It does whatever decently, but not whatever exceptionally. Specifically in locations like sophisticated program design or community structure.
Much Better Suited for B2B: If you’re a solo content developer or influencer, other platforms might fit much better (hi, Kajabi).
Let’s Talk Funnels
You enjoy funnels. Who does not?
GoHighLevel offers you limitless funnels. With over 1,000 templates to boot. It also allows you construct from scratch using a drag-and-drop builder that truthfully really feels a great deal like ClickFunnels– yet with less frustrations.
The coolest component? The Snapshots feature. If you have actually got a funnel that converts like crazy, simply clone it to a new client sub-account with a click. That’s a time-saving beast right there.
And yeah– there’s a ClickFunnels import device. So if you’re switching over, you don’t have to restore whatever from zero. Love that.
Page & Website Builder That Does Not Feeling Clunky
Creating landing pages in GoHighLevel feels surprisingly smooth. While it doesn’t fairly have the imaginative panache of Elementor, it comes close adequate to finish the job for many customers.
You can use templates, create “international areas” (recyclable branding blocks), and even manage whole internet sites for each customer– all inside their respective sub-accounts. It’s all tied right into your CRM and automation tools, which makes things like lead capture a total wind.
And indeed, analytics are built-in. So you’ll understand exactly what’s working (and what’s not).
The Email Marketing Tale: It’s Complicated
Let’s be actual: GoHighLevel’s email devices aren’t perfect. If email is your lifeblood, there are a few points to remember.
You can develop innovative sequences, support leads, and run split examinations. Amazing stuff. The editor’s strong, and you can embed vibrant web links, SMS triggers, and more.
However … you have actually obtained ta bring your very own sending solution (like Mailgun). And depending on your arrangement, you might see lower deliverability than what you’re utilized to with ConvertKit or ActiveCampaign.
Also, unless you’re on the $497 reseller plan, template gain access to is … restricted. Like six templates limited. You can develop your own, naturally– but you won’t obtain hundreds of elegant pre-builts unless you upgrade.
Still, the automation tools are stellar. You can:
- Trigger emails based on behaviors
- Send out deserted cart tips
- Fire off support series
- Rating leads, GoHighLevel For Financial Advisors
- And even ping on your own when a hot lead replies
That’s next-level stuff if you’re used to fundamental e-newsletter tools.
HighLevel CRM: Not Simply a Rolodex
HighLevel’s CRM system is serious. It’s constructed for real connection administration, not just keeping calls.
You can:
- Sector leads
- Assign pipeline phases
- Automate lead motion
- Send out text, e-mail, and also voicemail drops
- Track conversions throughout numerous channels
It also includes consultation organizing, customer notes, and job progression monitoring. You can generally change HubSpot’s free (or even paid) rate with this.
And here’s an enjoyable bonus: the Social Planner tool. Schedule blog posts across Facebook, Instagram, Twitter, and extra– much like you would with HootSuite. Yet without paying added.
The User interface: You’ll Love It … Eventually
Now, not every little thing is sunlight and rainbows. The user interface? Yeah, it’s kinda confusing in the beginning.
There are separate settings panels concealed in odd edges. In some cases points just aren’t where you anticipate them to be. You’ll scratch your head the initial couple of days. Maybe swear once or twice. (I did.).
Once you figure it out, it clicks.
And if you’re handling numerous customers, the capacity to develop several control panels and sub-accounts is a game-changer. It maintains your reports clean and your mind much less fried.
Pricing: Is It Worth It?
Let’s check out what you get:.
- Starter Plan: $97/month
- Unlimited Plan: $297/month
- Agency Pro (reseller): $497/month
Even the $97 rate consists of unlimited funnels, sites, workflows, and pipelines. For real.
Compare that to ClickFunnels ($ 147/month), Kajabi ($ 159/month), or ActiveCampaign ($ 49/month for 1,000 contacts), and it begins to seem like a bargain.
Especially if you’re currently utilizing numerous devices. Simply doing the math on what you’ll cancel pays for the switch.
Who’s It Really For?
If you’re running a digital agency, taking care of customer accounts, or building a SaaS service model– GoHighLevel was virtually created you.
If you’re a solo content creator or course seller, you could feel a bit overloaded. Devices like Kajabi or Podia provide a more concentrated, much less messy experience.
Yet if you’re building client funnels, running paid advertisements, scheduling appointments, and automating follow-ups? GoHighLevel will conserve you hours. Maybe even days.
Final Thought: GoHighLevel For Financial Advisors
Below’s the honest solution: Probably.
GoHighLevel isn’t ideal. Yet if you’re the kind of person who values speed, control, and scalability over perfection and polish– it’s absolutely worth your time.
You’ll obtain a lots of bang for your buck. You’ll enhance your systems. And you’ll finally feel like you’ve obtained your tech pile under control.
So yeah … possibly it is the last platform you’ll ever before require.
Or at least the very first one that doesn’t make you intend to toss your laptop.