Client meetings for life-licensed advisors

Schedule the meeting. They accept, or tap "Can't make it".

Your client gets the invite by email, with a calendar file. If they can't make it, you know before you've driven there. You both get a reminder the day before, and afterwards your notes go in the client's file.

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Your first 5 clients are on us. Clients don't pay for the app.

A confirmed client meeting on the advisor's phone: Tuesday, November 3, in person, with the agenda and a history showing the client accepted.
Questions advisors ask

Your side of PlanTogether, in plain terms.

Can I schedule client meetings in PlanTogether?

Yes, for life-licensed advisors on SetUp, Planner or Compliance. Schedule a meeting, or log one that already happened. Your client gets an email with a calendar file and accepts, or taps "Can't make it", and you both get a reminder the day before. Your notes stay yours: what you discussed, and why your advice fits, kept in the client's file.

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