Why Every Independent Financial Advisor Needs an Online Appointment Scheduler

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If there’s one thing business owners are short on, it’s time. As an independent financial advisor, time can be one of your most valuable resources, or it can work against you. It all comes down to how well you manage it. Fortunately, the right technology can help you save time, organize it effectively, and use it more wisely to grow your business. This is why we always recommend that our clients use an appointment scheduling tool for consultation and appointment scheduling.

Before the widespread availability of appointment booking tools, scheduling meetings involved a lot of back-and-forth communication and wasted time. You had to play phone tag, go through rounds of emails, or rely on support staff to put a great deal of effort into confirming availability, “penciling in” meetings, and ironing out details. Online schedulers almost entirely eliminate that, freeing up time for you and your staff to focus on other things, and you might be surprised by what else they can do.

But we’re a marketing agency for financial advisors, so you may be wondering what appointment schedulers have to do with promoting your business growth. The answer is — a lot!

It’s essential to understand that marketing isn’t just promoting. According to the American Marketing Association, "Marketing is the activity, set of institutions, and processes for creating, communicating, delivering, and exchanging offerings that have value for customers, clients, partners, and society at large." A comprehensive marketing strategy consists of every activity you do to attract and retain clients.