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Financial Advisor Appointment Scheduling and Reminders

Appointment scheduling system with automated appointment reminders for financial advisors and financial planners. Great for scheduling initial consultations, meetings, calls, and more! Dramatically cut no-shows.

Try GoReminders free (no credit card needed)

Our scheduling app and text reminder service is used by financial advisors to easily remind their clients about calls and consultations. 

GoReminders saves you time and helps reduce your budget. Automated text message reminders will impress your clients and turn them into return customers! We make it easy for you to schedule financial planning meetings and appointments, so you can focus on what you do best – helping your customers build toward their future. Save time & money knowing you don’t need to remind each of your clients one-by-one, and in the process, make a lasting impression on your clients!

Testimonials from financial advisors:

When I began setting GoReminders up, I liked it more and more. Now I think it is the absolute best reminders / scheduling program I have looked at, and I have looked at soooooo many. The in-house employee who will be using it the most to schedule the appointments really likes it too. I am certainly going to recommend it to a lot of businesses


As a very busy mom, wife and business owner, GoReminders has been a game changer. Our days feel less chaotic, more productive and business is up!

Kayti Lomeli, Financial Advisor

We were able to keep a lot more appointments on the book, which led to us having an increase in our revenue. I will say that GoReminders is perfect for any business that is centered around appointments. Any person that has a business that is built by appointments, we know some of the biggest challenges that we have are keeping appointments on the book. And that's how we make our money, by having more appointments. So I would say if you need to have more structure in your life and you want to have a full-blown system to be more organized and get the most out of your schedule, then GoReminders is definitely a good fit for you.

Sean Walden, Primerica Financial Services

My clients and I are loving this program! It is nice and simple with a very straight forward user interface. As a business consultant, I am always looking for technology to improve efficiencies for my clients. I researched three different reminder applications and GoReminders was the most compatible for my client who does multiple scheduled daily deliveries to repeat customers on a varied rotation basis. This app also delivers reminders without them having to be sent through a cell phone which was critical for my client as they didn’t want the text messages being sent from a cell phone. Having the option to use the application in the App or on a Desktop is great. This application will work well for any sized business and because of its simple user interface, even the most basic technological user will find the input of data very user friendly.

Susan R

1. Schedule appointment

2. Reminders get sent

3. Client shows up

As a financial planner, building trust with your clients is of the utmost importance. Our appointment reminder software saves you time and makes you money by helping you to solidify that relationship with your clients. We make it easy for you to schedule meetings and appointments on our website or on any mobile device. Your clients will receive automated email or text reminders (or both) for all their appointments!

Send reminders to your clients. Try it free!

Get set up in 30 seconds. No credit card needed.