About this episode

Mark Matheny discusses the benefits of using online schedulers in financial practices to reduce calendaring burdens.

Manager Technology Solutions Consultant Mark Matheny from Osaic talks through the value of using an online scheduler in your financial practice. Hear Mark talk about the burdens of calendaring and how using this technology will reduce those friction points. Look for improved documentation and tracking and more effective prospecting interactions.

People in this episode

Guest: Mark Matheny

Topics covered

• online scheduling
• financial practice
• technology solutions
• calendaring
• prospecting interactions

Keywords

• online scheduler
• financial practice
• calendaring
• friction points
• documentation
• tracking
• prospecting

Mentioned in this episode

Organizations: Osaic

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