How to reduce no-shows for financial advisor meetings
Financial advisory meetings are often scheduled weeks ahead, which makes them easy to forget — and a no-show means a lost slot you could have given another client.
A short, personal reminder the day before, sent from you rather than an automated system, keeps the relationship warm and the meeting top of mind. Keep it simple and free of anything sensitive:
Hi [name] — looking forward to our review tomorrow at [time]. Anything specific you'd like to make sure we cover? See you then. — [you]
Rather than remember to do this every time, CalConfirm sends the reminder automatically — for any meeting on your Google Calendar, a personal note goes to your guests 24 hours ahead, from your own Gmail.