Yes. Set up appointment types for introductory reviews, comprehensive planning sessions, or specific consultations (retirement, investment, tax). Prospects share their goals and financial snapshot when booking, so you can personalize the conversation from the first minute.

The FAQ block is ideal for this. Explain your fee model — percentage of assets, flat planning fee, hourly rate, or retainer. Include minimums, what's covered, and how you handle conflicts of interest. Fee transparency is the number one factor prospects evaluate.

The blog block lets you write and publish articles directly on your page. Share retirement planning guides, tax strategy updates, market commentary, and financial literacy content. Regular publishing builds authority and gives prospects reasons to return to your page repeatedly.

Your UniLink page contains content you control — service descriptions, blog posts, and testimonials that you review. You can ensure everything published meets your compliance requirements. It's no different from maintaining a personal website, just faster to build and easier to update.

Feature testimonials that speak to your planning process, communication style, and the peace of mind you provide — without disclosing specific investment returns or portfolio details. Clients describing how you helped them feel confident about retirement or navigate a financial transition are powerful endorsements.