OnceHub | Webinars

Lessons from 1M+ Bookings: Smarter Meetings for Financial Advisors

Written by Manish Kumar | Aug 20, 2026, 2:56:12 PM

What's the best way to meet clients—virtually, in-person, or somewhere in between? The answer can make a huge difference to your bottom line.

In this exclusive webinar, @OnceHub CEO and Co-founder Rami Goraly shares actionable strategies based on insights from over one million real-world meetings. You'll discover how leading financial advisors use their meeting location strategy as a powerful tool to grow their practice in today's flexible business culture.

Here's what you'll learn in this session:
  • How to strategically choose meeting locations (virtual, hybrid, or in-person) to expand your reach and attract more clients.
  • Practical steps to increase efficiency and significantly reduce practice overhead.
  • Techniques to strengthen client relationships and build trust regardless of meeting format.
  • Best practices for adapting both new and established firms to a flexible meeting culture.
Start streamlining your own client scheduling: https://www.oncehub.com/signup