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ONCEHUB AFFINITY PROGRAM

Advanced appointment scheduling for
GRP Financial advisors*

Streamline appointment scheduling for your clients, prospects, and team.
You’ll win more business, faster – and with a lot less hassle.

*Important note for individuals who are also registered with LPL Broker Dealer: Please refer to LPL Resource Center for enrollment. This will ensure both entities are meeting electronic communication requirements. The enrollment on this page is for individuals that are solely associated with GRP. 

Drive more revenue with OnceHub self-service bookings

Self-service scheduling and automated messaging

Shorter customer journeys
Speed time to engagement with branded booking pages shared on your website, LinkedIn, email signature, stationery, or industry op-ed.

Less administration
Leave it to your clients to find a slot that suits both them and you. Instantly confirm their bookings, even when you’re not online.

Sustained momentum
Automate reminders to avoid last-minute cancellations and no-shows. Follow up with marketing materials, invitations, or thank you notes.

Greater control
Stay focused and productive with a range of features to manage your availability in line with your daily priorities and personal preferences.

Discover OnceHub’s appointment scheduling features
Use sophisticated lead qualification and routing for improved decision making

Screening, routing, and distribution

Time better spent
Use interactive forms to quiz visitors on their needs before they can book a meeting. You’ll avoid wasting their time and yours on meetings that won’t go anywhere.

Automated routing
Automatically assign meetings to staff with the appropriate skills and seniority. If necessary, draw in several team members to contribute their expertise.

Outcome-based decisioning
Distribute meetings among similarly qualified individuals or teams in accordance with organizational goals – efficiency, fairness, or customer responsiveness.

Greater context
Prepare for meetings with data on new contacts, answers to lead qualification questions, and other scheduling activity.

Discover OnceHub’s qualification and routing features

Choose the OnceHub plan that’s right for your business

Sign up for a 14-day trial to experience the full power of this leading online appointment scheduling and digital engagement platform. Continue by selecting one of these two paid plans.

Save up to 18% Yearly
Monthly

Schedule

For advisors looking to streamline their operations with professional scheduling

$10/seat/month

Start now

Highlights:

  • Intuitive, calendar-based scheduling experience
  • Client and user email and text notifications
  • Connections to calendars, video conferencing platforms, CRMs, and more

Route

For teams looking to optimize scheduling with qualification, routing, and distribution

$19/seat/month

Start now

Highlights:

  • Conversational, form-centered scheduling experience
  • Qualification and routing based on visitor responses and contact properties
  • Resource pools with dynamic distribution
bonus-icon BONUS

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GRP Financial special offer

Security and compliance add-on

$0/seat/month

Features:

  • Single sign-on (SSO)
  • Corporate calendar connection
  • Custom security policies
  • HIPAA BAA agreements
  • Compliance BCC emails
  • Email from your domain
OPTIONAL

OnceHub setup and onboarding

Get up and running fast with a member of our
customer success team.

$79 for a 30-minute session
$125 for a 60-minute session

Book your discounted setup and onboarding

The two plans available to GRP Financial advisors are Schedule and Route. Advisors are reminded that any booking pages and related communications are subject to FINRA disclosures and recordkeeping requirements.

Get started today

Thousands of US financial consultants use OnceHub to win more business, from one productive meeting to the next.

OnceHub is an online appointment scheduling and digital engagement platform. 

Start today with a 14-day free trial.
No card required

Sign up

OnceHub is an online appointment scheduling and digital engagement platform. 

Guidelines for use by Kestra Financial advisors

FINRA recordkeeping

Advisors are cautioned that electronic communications exchanged with investors through the OnceHub appointment scheduling and digital engagement platform are subject to FINRA recordkeeping requirements. OnceHub automatically saves all such emails and text messages and facilitates their output to a chosen system of record. For the same purpose, it also provides options to send emails through a corporate mailbox or use email BCCs to deliver copies to an archive service.

Disclosure statement

Kestra Financial advisors are to please amend and add the following disclosure to each of their booking pages:
Securities offered through registered representatives of Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through investment advisor representatives of Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. [DBA firm name] is not affiliated with Kestra IS and Kestra AS. Investor disclosures – https://bit.ly/KF-Disclosures

GRP Financial advisors are registered representatives with, and securities are offered through, LPL Financial, Member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. GRP Financial, Global Retirement Partners, LLC, and LPL Financial are separate non-affiliated entities.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners, or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Global Retirement Partners, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. 

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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