Which is the Best Automated Scheduling Tool for Advisors?

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Running your financial advisory firm means juggling many responsibilities, and you always have a lot on your plate. As a small business owner, you are in the relationship business, and that requires managing a constant stream of meetings with prospects, clients, team members, centers of influence, and other people in your network – flawlessly while getting everything else on your to-do list done.

Managing your calendar can feel like a full-time job on its own. Using an automated scheduling tool, such as Acuity Scheduling, Calendly, or OnceHub, is a must.

Why use a scheduler

In researching time management and productivity, New York Times bestselling author Dave Kerpen discovered that the richest, most successful, and most productive people rely on their calendars, rather than to-do lists, to get things done. He’s often quoted as stating, “If it’s not on my calendar, it won’t get done. But if it is on my calendar, it will get done.”

If you put the things you need to accomplish throughout the day on your calendar, you see what you have to get done and assess whether you have the time and space to do it. Using an online scheduler takes your calendar to the next level. Here’s how: