US News: Financial Advisor Q&A with Fugent

Learn how to build stronger more personalized relationships with clients VIRTUAL FINANCIAL planning meetings are becoming not just the way of the future but rather the way of the present. From millennials who would rather text than talk to retirees who

5 Tips to Book More Meetings with Your Scheduling ...

5 Tips to Book More Meetings with Your Scheduling Tool Let me guess. You adopted (or may be thinking about adopting) an appointment scheduling tool because you wanted to make scheduling easier, which hopefully would result in more meetings and