Online Booking for Financial Advisors & Tax Preparers
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.
Capture new prospects & turn them into clients right from your
Get a clear vision of your daily schedule in your Financial
Communicate quickly & increase your value in your clients’ minds
Make relationships with clients personal
Learn about your clients' financial goals before your advising
Try it Out:
Use the embedded web scheduler below to try out scheduling an
appointment online as if you were a client. You can also check
booking an appointment online
on the TimeTap mini website that comes with each account.
Used by businesses just like yours
Let clients schedule onsite meetings to discuss their
401(k) options. They can choose whether they’re ready to
enroll or just looking for more info.
Keep clients on track to reach their goals by meeting
regularly. Review milestones and talk through spending
habits without worrying about the logistics
Set yourself apart from the crowd by scheduling meetings,
appointments, & seminars online. Spend more time focusing on
clients & less on bookings.
It’s easy to pull up saved information on clients when tax
season rolls around. Clients will come back every year
because of how organized & efficient you are.
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
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
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
Online Scheduling is a simple (but necessary) extension of the
service and mentoring you already provide your clients.
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.
Easier scheduling means more 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.
Save Time by working smarter, not harder.
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
Your clients will seek you out
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.
Don’t let people or opportunities slip through your hands
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.
No more back & forth emailing to nail down a meeting time.
Let your clients choose the best time for themselves through your web