Financial advisors: share client meeting times as plain text
Clients and prospects often ask for a planning call inside an email thread that already includes statements, forms, or a referral intro. A booking link can feel out of place next to regulated, personal financial talk.
Generate free times from the calendar that holds other client meetings and paste them into the reply. Clients pick a time; you still send the invite and keep compliance workflows in your CRM.
Example email after a referral intro
Example only — sample times, not live calendar data.
Thanks for connecting us, Priya. Happy to walk through your goals. Here's my upcoming availability (EST): Tue (9/29): 10am-12pm, 2-3pm Wed (9/30): 9-11am Fri (10/2): 1-4pm 45 minutes by Zoom is plenty for a first conversation. Reply with whatever works. Sent with shareavailability.com/s
Practical tips
- 1
Block market-open deep work
Mark research and trading windows as busy so client calls never land on top of them.
- 2
Label the meeting length
Say "45-minute intro" or "annual review" next to the list so expectations match before they reply.
- 3
Offer their timezone when needed
Snowbirds and remote clients appreciate times already converted to their local zone.
Frequently asked questions
Does this book the appointment for the client?
No. It only lists free times as text. You or your assistant still create the calendar event after they choose.
Will clients need to create an account?
No. They read ordinary text in email or chat and reply with a time that works.
Is this a substitute for our CRM scheduler?
No. Keep onboarding and compliance in your practice tools. Use this when someone asks for times in email.
Ready for your real calendar?
Sign in with Google — read-only access — and copy your free times in about ten seconds.
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