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Create 15-minute buffers after meetings for wealth advisors

Create 15-minute buffers after meetings for wealth advisors

Your client meetings often leave no time for notes or prep, producing rushed handoffs and missed follow-ups. It adds a 15-minute buffer after meetings so you can capture notes before your next meeting.

Create 15-minute buffers after meetings for wealth advisors

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Overview

Back-to-back client calls leave advisors no time to capture notes or prepare next steps, which slows follow-up and billing. This flow inserts a 15-minute post-meeting buffer automatically, giving managing partners and advisors time to wrap up and reducing scheduling conflicts same day.

Create 15-minute buffers after meetings for wealth advisors