As a Financial Advisor you wear many hats and play many roles in the success of a very important facet of anyone’s everyday life. Between prospecting, servicing current clients, financial planning, continuing education, and administrative chores, unless you have someone else working for you, reminding clients about appointments would be nearly impossible. Even if you do have someone else worrying about those aspects of your everyday work life, you are probably paying them to worry about far greater things than sending reminders out to your clients.
This is why Appointment Reminder for Financial Advisors makes so much sense. Why keep another worry in the back of your mind when you could offload it with the ease of our Appointment Calendar or take advantage of our Google Calendar, Outlook Calendar and Redtail integrations.
Fact is, you shouldn’t.
The benefits of using an appointment reminder service are easily identifiable when compared to simply going it without. A major component to being a Financial Advisor is the human element which doesn’t include you being a huge infrastructure buff. Take the pressure off yourself by aligning your workflow with a reliable service that wants to prove itself to it’s users. Sign up now to enjoy a free 14 day trial of the Appointment Reminder platform.
With simple integration to the greatest tools, Appointment Reminder gives you the chance not to worry and instead apply your highly technical knowledge of financial market and services nuances. With the proper planning that Appointment Reminder affords, you can be assured of great performance.
Of course the real benefit to utilizing an appointment reminder service is that it saves you time. You see it everywhere that time is the most limited of all resources. It couldn’t be more to the point that an appointment reminder saves you that most important of resources by keeping you from over organizing the organizing itself.
Appointment Reminder doesn’t ask you to commit to platforms you don’t currently use:
Microsoft Outlook If you are integrated with Outlook then this becomes incredibly easy. You simply add the reminder you need, where you need it, and you move throughout the rest of your workflow in one of the many other software solutions that gets the job done for you.
Google Calendar There is so much offered by Google that it is considered, if you don’t have Microsoft in your arsenal, then you must have Google. With Appointment Reminder you will see some really interesting integrations with tools like Inbox for Google, where Inbox actually puts together information for you based on your week.
Redtail Used by 25% of all financial advisors in the USA, Redtail is a fantastic system and Appointment Reminder has worked closely with Redtail to make the integration as seamless as possible. Again, what is the most important element to being a Financial Advisor? The human element. Let’s talk for a minute about how Appointment Reminder will positively impact your customer’s day, and really their flow beyond work:
You are managing the lifeblood of the home family. This makes your time and your client’s time especially important throughout the entire process of being a Financial Advisor. Many of us will put reminders in our devices or at least use the traditional pen and pencil to keep track of everything. Appointment Reminder takes the need for this out of the picture.
You know that your client’s convenience is kept track of without you having to worry or your client worrying about it.
With all the different ways that you can deliver reminders throughout Appointment Reminder, there isn’t a way that your client’s could miss the opportunity to take care of what matters most with your guidance.