Scheduling for
Financial Advisors
Let prospects and clients book meetings at their convenience. Collect financial information at intake, automate reminders, and eliminate scheduling back-and-forth.
Before choosing a financial advisor to work with
Friction in the booking process costs you AUM opportunities
On scheduling coordination and reminder follow-up
Time redirected to client relationship and prospecting
With automated reminder sequences vs. no reminders
Each missed meeting costs a relationship and potential AUM
Automate every financial advisors workflow
From first inquiry to completed appointment, Schedly handles the scheduling logistics.
New Prospect Meetings
Prospective clients book a 30-minute introductory call. Intake form collects investable assets, retirement timeline, and current advisor relationship.
Annual Portfolio Reviews
Send booking links to existing clients for their annual review. Schedly ensures you never miss a scheduled review cycle.
Financial Planning Sessions
In-depth planning sessions with custom intake to collect tax documents, account statements, and retirement goals before the meeting.
Insurance and Estate Planning
Specialty meeting types for insurance reviews or estate planning discussions with specific document requirements built into the intake.
Virtual Client Meetings
Generate unique, secure Zoom links for every virtual advisory session. Professional experience for clients regardless of location.
Built for financial advisors workflows
Purpose-built features that understand how you actually work.
Prospect qualification intake
Collect investable assets, income, goals, and timeline before the first meeting. Filter qualified prospects and arrive prepared.
CRM integration via Zapier
New bookings automatically create or update contact records in Salesforce, HubSpot, or Redtail via Zapier. No manual data entry.
Automated review reminders
Ensure every client gets their annual review. Trigger automated outreach based on the anniversary of their last meeting.
"My prospects are busy executives. Getting them to commit to a meeting was always a battle. With Schedly, I send one email with a booking link, they pick a time in under 60 seconds, and the meeting is confirmed. My prospecting efficiency has improved by at least 40%."
How Financial Advisors Use Scheduling Software to Grow AUM
Assets under management grow through relationships, and relationships are built in meetings. The faster a financial advisor can move from initial prospect contact to a scheduled meeting, the higher their conversion rate to new clients. Research on sales velocity shows that leads who receive a booking link within minutes of an inquiry convert at three to four times the rate of those who receive a follow-up call the next business day. Online scheduling software directly accelerates this critical first step in the advisor relationship.
Prospect Qualification Through Intake Forms
One of the most valuable features of scheduling software for financial advisors is the intake questionnaire attached to prospect meeting types. A well-designed intake form can collect investable assets, investment timeline, income range, current financial situation, and specific goals -- all before the meeting begins. This information allows an advisor to assess fit before investing an hour in a meeting and to arrive at the introductory call with a personalized conversation prepared rather than spending the first 20 minutes gathering background.
Annual Review Automation for Client Retention
Client retention in financial advisory depends heavily on consistent review cadence. Clients who do not hear from their advisor regularly are susceptible to competitive outreach. Scheduling software enables advisors to build an automated review outreach system: a trigger fires 11 months after the previous review, sending the client a booking link and a meeting preparation checklist. The client self-schedules within their advisor's available windows. This automation ensures no client falls through the cracks of a busy practice.
Common questions
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.