TimeTrade’s click-to-schedule platform boosts advisor efficiency and
eliminates the call, chase, wait routine with clients
“[TimeTrade] allows your clients to see when you are available for an appointment and to choose the time that works for them,” according to ThinkAdvisor. “No more back and forth among missed calls and emails while you try to set up meetings.”
Maximizing efficiency is critical to maintaining a profitable firm. Clients will walk away if they don’t feel valued – and the problem starts when their advisors are unreachable. A lack of attention is one of the top reasons why clients pull the plug on their current financial advisors, according to Covester. The average advisor who juggles up to 80 active clients is throwing money away by wasting time scheduling meetings.
“Financial advisors can’t afford to waste time chasing after potential clients, just to schedule a meeting,” said
The world’s most well respected brands in retail, banking and industries worldwide use
More than 100 million connections have been made between consumers and businesses using TimeTrade’s scalable Responsive Engagement Platform, directly translating into more than