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The Intelligent Appointment Scheduling Blog

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by Kevin Flanagan | November 3, 2017

Why Dreamforce is Important for Businesses that Rely on Salesforce

Join TimeTrade at Dreamforce in San Francisco and see how TimeTrade Scheduler for Salesforce can help your business connect with prospects and customers faster and better than ever—right within Salesforce.

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by Cimarron Buser | December 21, 2016

Financial Advisors Can Use TimeTrade to Satisfy New DOL Requirements Ruling on Financial Advisors—and Improve Client Relationships

TimeTrade’s online Customer Engagement Platform solution can help financial advisors comply with the new DOL requirement, while at the same time improving their client relationships.

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by Chris Carroll | September 6, 2016

Millennials and Financial Services

Financial advisors must remember that millennials are an age group to be taken seriously, as they will drive the majority of financial services business during the next several years.

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by Tom O'Brien | June 28, 2016

10 Tips for Financial Advisors for Client Loyalty

Jason Hill, founder and president of Client Focused Advisors, sat down with TimeTrade to share his “10 Tips for Financial Advisors for Client Loyalty.”

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by Tom O'Brien | April 15, 2016

How Girard Financial Group Delivers the Best Experience for their Clients

After the the 2008 financial crisis, Dan Girard knew that meetings with clients would provide an ideal opportunity to discuss their financial status, adjust goals and strategies, and help restore confidence.

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by Tom O'Brien | April 12, 2016

Financial Advisor Best Practice Q&A with Dan Girard

With online appointment scheduling we spend fewer hours focused on the logistics of setting up meetings, and we can each fit in up to six 1.15 hour client appointments per day.

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