7 Appointment Setting Tips for Financial Advisors


As a financial advisor, one of the most important things you can do is to set appointments with potential clients. However, doing this can be difficult if you don’t have the right tools or strategies. 

This article will outline seven appointment-setting tips for financial advisors that will help you to book more meetings and close more sales.


Use A Script

When making appointment setting calls, it is essential to have a script in place. This will ensure that you cover all of the key points that you need to have during the conversation. It can also be helpful to practice your script beforehand so that you sound confident and polished when you are speaking to potential clients.


Call During Non-peak Hours

One appointment setting tip that can be helpful is to call during non-peak hours. This means avoiding times when potential clients are likely busy with work or other commitments. Instead, try to call early or later in the evening when people are more likely to be free.


Follow Up With Marketing Leads

Another appointment setting tip is to follow up with marketing leads. If you have been running a marketing campaign, follow up with potential clients who have shown an interest in your services. This will help to convert them into appointment bookings.


Have Multiple Channels To Set Appointments

In today’s digital world, there are many different channels that you can use to set appointments. In addition to making phone calls, you can also send appointment-setting emails or use social media to book meetings. Multiple channels will help you reach more potential clients and increase your chances of making a sale.


Just Focus On Setting An Appointment In The First Conversation

When speaking to a potential client for the first time, it is important to keep the conversation focused on setting an appointment. This means avoiding getting into a discussion about the details of your services or trying to close the sale during the initial call. The goal should be to simply book a meeting so that you can further discuss the client’s needs.


Be Prepared for Objections

When calling potential clients, it is essential to be prepared for objections. Many people will try to avoid setting an appointment because they don’t have the time or are not ready to commit to a financial advisor. You will be better prepared to overcome these objections and book the meeting if you anticipate them.


Make Sure To Confirm Appointments

Finally, make sure to confirm appointments before you hang up the phone. This will help to avoid any confusion or mix-ups that could occur. Furthermore, once you have confirmed the appointment, send a follow-up email or text message to remind the client about the meeting. You may also want to send them a reminder the day before the appointment to ensure they don’t forget.



Following these appointment setting tips, you can book more meetings and close more sales. Setting appointments is essential to being a successful financial advisor, so make sure to use these strategies to your advantage.