Handling No Show Appointments for Financial Advisors

Handling No Show Appointments for Financial Advisors

Advisorist

55 лет назад

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For Financial Advisors, nothing can be more frustrating than a no-show. You understand time is money and appointments that don't show up could ruin your day.

So, what's your workflow around this? How do you follow up? Should you follow up at all?

In this video, I show you the next steps for these unfortunate events so that you can continue to fill up your calendar with solid appointments.

0:00 - Introduction to Handling No Show Appointments for Financial Advisors
2:10 - How Many Emails to Send Someone Who Didn't Show Up
3:39 - How To Consistently Follow Up with a No Show Appointment
4:22 - Step By Step Guide to Handling No Shows for Financial Advisors

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