Appointment Reminder for Financial Advisors
Missed Meetings Cost You Assets Under Management
When a prospect no-shows a portfolio review, you don't just lose an hour — you lose the account and every future referral it would have generated.
Nearly one in five scheduled financial planning consultations results in a no-show, with first-time prospect meetings seeing rates above 25%.
Each missed advisory meeting represents lost planning fees and, more critically, an average of $47,000 in potential assets under management that walks away.
Sound Familiar?
Prospects ghost initial consultations after weeks of nurturing, wasting your pipeline investment and delaying AUM growth
Annual review no-shows cascade into compliance gaps when required client check-ins don't happen on schedule
Advisors spend evenings manually calling next-day appointments instead of building financial plans
How Appointment Reminder Helps
Purpose-built features for financial advisors.
Pre-Meeting Agenda Delivery
Attach a personalized agenda or document checklist to every reminder so clients arrive prepared with tax returns, statements, and beneficiary details.
Multi-Touch Sequences by Client Tier
Platinum clients get a courtesy call and email three days out. New prospects receive SMS the morning of. Customize cadences by segment.
Calendar Sync with Redtail & Wealthbox
Appointments flow in from the CRMs financial advisors actually use — no CSV exports, no double-entry.
Compliance-Friendly Audit Trail
Every reminder sent and every client response is logged with timestamps, giving you documentation for SEC and FINRA recordkeeping.
"We were losing two or three prospect meetings a week before switching to automated reminders. Last quarter our initial consultation show rate hit 94%, and we onboarded 11 new households we would have lost."
Frequently Asked Questions
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