Online Meeting Scheduling Software: A Win for Clients and Advisors

A great way to help automate and create efficiency when scheduling meetings with clients.  You need to consider a tool like this if your firm spends a lot of time emailing back and forth or has to trade phone calls with clients to find a meeting time.  The best feature of the software (IMO) is that clients can select when they want to meet based on what fits in their schedule.  Although the author only covers a few of the available options, the primary options are profiled or mentioned.

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Post source : Morningstar

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