Maximize your efficiency and streamline client interactions with Calendly – a dynamic scheduling tool that eliminates the back-and-forth of meeting coordination, freeing up your time to focus on what matters most: your clients. With direct integration into your calendar, Calendly displays your real-time availability to clients, allowing them to book consultations at their convenience without the risk of double-booking.
Calendly’s automated reminders and follow-ups help prevent missed meetings or no shows, and by reducing administrative tasks, Calendly empowers you to concentrate on providing top-tier financial advice and growing your practice. You could save 5 hours a week after integrating Calendly into your practice.
Calendly is available for ESI reps and advisers for $25 a month via commission deduct.
- Sign up to use Calendly
- Learn more about Calendly – Intro to Calendly Webinar Recording (54:29)
- “Calendly etiquette: How to share your scheduling link politely”
Note: You must receive official approval from NLG Ad Review before you can begin using your Calendly page.
Any changes or updates to your Calendly page must be pre-approved by NLG Ad Review. This includes adding a service, location, or any other change.
You must submit for review the addition of Calendly onto your compliance approved materials such as your social media sites, website, email and marketing materials.
TC142301(0624)