You’ve come across GoHighLevel and you’re wondering– Is this the genuine deal, or just another overhyped platform that assures whatever and delivers … meh? GoHighLevel For Financial Advisors
Trust me, I’ve been where you are. After utilizing GoHighLevel for a couple of years currently, I can inform you directly: it’s one of the smartest decisions I’ve produced my service. However (and it’s a large “however”) it’s not all sunshine and rainbows.
Let’s study the excellent, the negative, and the periodically discouraging so you can figure out if GoHighLevel’s the right fit for you.
GoHighLevel Provides– Yet Only If You Know What You’re Doing
Right here’s things: GoHighLevel is a beast. It’s marketed as an all-in-one marketing, sales, and CRM system– and for as soon as, that case is legitimate. You actually can run almost every element of your organization from one dashboard.
But here’s the catch: with world power comes a slightly complicated interface, a steep learning contour, and a “figure-it-out-yourself” vibe sometimes.
Still, if you can surpass the rough start, it resembles unlocking company superpowers.
What GoHighLevel Obtains Very Right
You Can Actually Change a Lots Other Devices
If you’ve been assembling a tech stack with devices like Mailchimp, Calendly, ClickFunnels, WordPress, and Pipedrive (ugh, the disorder)– this is your opportunity to streamline.
GoHighLevel allows you manage:
- Email and SMS marketing
- Sales funnels and landing pages
- Consultation organizing
- CRM administration
- Automations (we’ll get to that in a sec)
- On the internet programs and memberships
- Social network messaging
- Live conversation
And the checklist maintains growing. Unless you require a certain eCommerce tool or settlement portal (much more on that later), you’re probably covered.
It’s Always Evolving
Serious. Someday I visit and see a brand-new feature for TikTok DMs. The following day, they’ve revamped the e-mail editor. After that it’s video uploads, Square integrations, or social coverage.
It’s a living system. The programmers are regularly pushing updates, and the roadmap is packed with user-suggested features. That part actually amazed me– your voice actually matters right here.
And while the consistent modifications can feel like you’re running on a treadmill that never quits, I ‘d take that over a platform that hasn’t altered since 2018.
Interaction? You’re Covered
If you’re tired of jumping between tools just to talk to your leads, you’ll like this component.
From one dashboard, you can:
- Make phone calls and drop voicemails
- Send and obtain SMS
- Blast emails or construct series
- Conversation on WhatsApp, GoHighLevel For Financial Advisors
- Send Out Instagram, Facebook and TikTok DMs.
- Live chat on your website (or convert it to text mid-convo)
Also much better– there’s a central discussion tab where all these messages live. Say goodbye to jumping in between inboxes or neglecting to respond to that DM from 3 days earlier. (Been there. Fixed that.).
SaaS Mode = Recurring Earnings Without the Headaches
Here’s where things obtain spicy.
If you’re a company proprietor, consultant, or simply somebody who intends to make persisting revenue without being glued to your laptop– listen up.
GoHighLevel’s SaaS mode allows you market the platform under your very own brand name. Think about it like white-labeling GoHighLevel, slapping your logo on it, and billing whatever you want.
It’s $497/month on your end. But if you charge simply $97/month to 6 customers, you’re currently profitable– and whatever beyond that is sauce.
You do not need to take care of campaigns or get on technique telephone calls. Just offer individuals access to the devices and let them run with it. It’s not 100% passive, however it’s pretty close.
Automate Every little thing
This is most likely my favored component: workflows.
Visualize establishing a multi-channel sequence that emails, texts, and follows up with leads based upon their behavior. Automatically reserving calls. Sending out onboarding messages. Labeling calls. Acting on billings. Nurturing chilly leads for months without lifting a finger.
Seem like a dream? It’s really genuine.
The automations are incredibly powerful, yet I won’t exist– they can feel frustrating at first. My advice? Do not try to learn everything in a weekend break. Begin tiny and develop from there. The payback deserves it.
It’s Not Just for Agencies Anymore
GoHighLevel started very agency-focused. Like, whatever screamed “marketing experts only”.
However that’s altered.
Now it’s equally as valuable for:
- Neighborhood companies (salons, gyms, clinics, and so on).
- Trains and training course designers.
- Specialists and service providers.
- Freelancers and solopreneurs.
There are also “snapshots” you can pack with prebuilt campaigns customized to details markets. That’s a blessing if you do not want to construct everything from the ground up.
And for only $97/month on the Starter Plan, it’s an outright steal. No other device offers you this much for that little.
However It’s Not All Plain sailing …
Let’s talk about the stuff that could journey you up– or simply flat-out irritate you.
The Learning Contour Is Genuine
If you’re new to marketing technology, distort up.
GoHighLevel has a lot taking place, and if you try to learn every little thing at the same time, you’ll wear out faster than a discount rate coffee machine.
When I first started, I got bewildered rapidly. The interface was clunky (it’s far better now), and I had not been certain where to start.
My suggestions? Start with the fundamentals– like CRM and scheduling– after that layer in the automations and funnel builder when you prepare. And don’t even think of launching into SaaS mode till you have actually mastered the core system.
Educating Products Need a Transformation
GoHighLevel’s continuous updates are amazing, however they come with a catch: the training videos are often outdated.
You’ll view a walkthrough on YouTube, most likely to try it yourself, and recognize … that switch doesn’t also exist any longer.
For a platform this powerful, I really think they ought to focus on updating the assistance docs and tutorials in real-time. New users shouldn’t need to guess their way via.
Hidden Prices Sneak Up on You
The pricing looks simple. And it kind of is.
Yet there are add-on prices that aren’t super apparent till you start excavating. You’ll pay additional for:
- SMS and phone calls
- Email sending (by means of Mailgun or similar)
- AI features
- Some integrations
It’s not insane pricey– and truthfully, despite the add-ons, it’s still less expensive than Frankensteining with each other a loads devices. Yet it’s something you’ll intend to factor into your budget.
Customer Assistance Can Be a Gamble
Let me be clear: the GoHighLevel team does care. You can also schedule a Zoom phone call with them, which is unusual and really helpful.
But the real-time chat and SMS support? Hit or miss.
Occasionally I ‘d message them and hear crickets. Various other times, I would certainly obtain a response but have to follow up numerous times prior to anything obtained fixed.
Best choice? Use the Zoom calls if you require genuine aid. Simply do not rely upon fast conversation replies to save the day.
Overreliance on Stripe Is Restricting
Here’s the one huge feature void: GoHighLevel leans greatly on Stripe for repayments– especially if you’re making use of SaaS mode.
If Stripe isn’t supported in your nation or you prefer an additional settlement processor, you run out good luck (for now).
They did lately introduce a Square integration, which is a promising action. Ideally extra adaptability gets on the way. However as it stands, Stripe is the major show.
Final Decision: GoHighLevel For Financial Advisors
If you’re trying to find a platform that:
- Replaces half your technology pile
- Automates your marketing and sales
- Expands with your company
- Offers significant profits capacity via SaaS mode.
… after that yes, GoHighLevel is 100% worth your time.
It’s not ideal. You’ll require persistence, a readiness to find out, and maybe a little caffeine. Once you’ve got it dialed in? Game-changer.
And hey, if you have actually ever before dreamed of running your own software application company or marketing company, this could be your opportunity– without requiring a team of programmers or a Silicon Valley spending plan.