Stop worrying about sending confirmations, reminders, & follow ups so you can give your full attention to the client who is right in front of you.
Appointment scheduling for financial advisors is not about coercing or manipulating clientele to meet with you. Rather, it’s about putting yourself in front of those you are meant to serve and offering your services in the most convenient way.
Online scheduling makes it easy for them to take their own initiative to book an appointment with you. Having scheduling taken care of will allow you to over deliver on the services you offer to your clients.Try It Now
Advisors know that if their clients never take action, they’ll never reach their financial goals. With reliable communication and customizable follow up emails, it’s easier to make sure your clients follow through.
Being easy to schedule with also builds client trust. If you hate superficial ‘networking’ and want to genuinely connect with people, there’s no better answer than to let them book an appointment to meet 1-on-1.
Online Scheduling is a simple (but necessary) extension of the service and mentoring you already provide your clients.Try It Now
Get a web scheduler on your site today! Start your 14-day free trial. No credit card required.Try It Now
When you get your scheduling & communication on lock, you’ll find time to focus on explaining difficult financial concepts to clients. The email & text communication online scheduling gives you lets you build on the valuable relationships you have with your clients.
Online booking is an actionable step you can take for your financial advising business and helps you level up the service you provide to the world. Be available for new & existing clients, grow your advisory business, & increase assets under management.
As an objective financial planner you know that life is about building quality relationship. Wealth is simply a by-product of creating real value consistently. You deserve the opportunity to make your service business better while making your life more interesting.
People make decisions about financial advisors based on what they feel. Letting clients schedule online will keep them from seeing you as pushy. Clearly outline the meetings that your clients need to have with you to help them achieve their financial dreams.
With TimeTap, it’s easy to get a real sense of how clients’ finances evolve over time and what twists & turns are likely.
Before spending thousands on mail drops or advertising, try a new way of re-focusing on your client practice. We all know that today’s sophisticated clients have no interest in mail drops or cold calling as a means of introduction to their future financial advisor.
Let your clients choose the best time for themselves through your web scheduler.Try It Now