Add additional subject matter experts to your meetings
Each advisor at your firm has their own expertise, whether it’s corporate finance, retirement planning, or investments. Some meetings may require expertise in different areas. The challenge in setting up these meetings is finding a time that works for everyone - your client, and team members who are juggling a large client base.
With OnceHub, you can create panel meetings, allowing your clients to meet multiple subject matter experts simultaneously. When a client clicks on your scheduling link, they will only see availability for possible panel combinations. You can choose specific advisors, or an area of expertise and OnceHub will assign a relevant advisor.
You will be able to easily coordinate meetings with multiple subject matter experts to better meet your clients’ needs.