Add your Calendly link to your AdvisorFinder profile. A prospect who finds you can then schedule a meeting with you, without a single back-and-forth email.
Add your calendar
Sign in to AdvisorFinder.
Open your advisor profile.
Select Settings.
Find the Calendly row and select Edit.
Paste your Calendly booking link. A preview of your booking page loads below the field.
Select Save Changes.
If your firm has set a firm-level booking link, that link takes precedence over the one on your profile.
What your prospects see
When a prospect completes the AdvisorFinder assessment, your profile can appear in their results. A Book a Meeting card appears with it, and the prospect schedules the meeting from there.
