Advisor Websites For Growing RIAs

To grow your practice, it’s smart to allow clients and prospects to book a meeting with you from your email newsletter.

Integrating advisor calendars with advisor websites and email newsletters is an important business building feature of Build Advisor Websites (BAW), our content management system for financial planners and RIAs. 

Below is a tutorial about this feature and text instructions are here.

A widget in your email newsletter connects with your Outlook, Apple iOS, or Google calendar. When a clients or prospects click on the widget, it displays a private page on your website with the times and days you’ve made available for meetings. If you want to make the page public on your website, anyone visiting your website can book an appointment with you.

All advisor websites and email newsletters comes with the appointment setting feature. Ensembles can create individual calendars for each professional in a firm.

Giving all your contacts a way to book a time with you from your weekly email newsletter is a great business building for advisor websites.


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333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

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