https://www.youtube.com/watch?v=ykXkfMCnVTE A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes...
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GReminders Scheduling automatically determines when you are available for meetings. It looks at your working hours, existing calendar events or...
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Automated call summaries have become standard, but a single-meeting summary is just a localized system of record. It helps double-check...
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A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect. What does their portfolio performance look like? Or how have recent market events affected their thinking. Did […]
GReminders Scheduling automatically determines when you are available for meetings. It looks at your working hours, existing calendar events or blocks, and any pre- or post-meeting buffers to calculate the time slots that clients can book. However, there are times when you may want to accommodate a special request—for example, fitting in an important client […]
Automated call summaries have become standard, but a single-meeting summary is just a localized system of record. It helps double-check what a specific client said last Tuesday, but it fails to scale. You don’t have time to log into a dashboard and read fifty individual summaries a week. You cannot spot macro market trends, systematic […]
How many hours a week do you spend manually typing data from client intake forms, PDFs, or meeting notes directly into your CRM? When a new prospect books an initial consultation, you usually only collect the basics – a name and an email address. But by the time your first meeting starts, you’ve likely gathered […]
SCIM is an open standard protocol designed to automate the exchange of user identity information between cloud applications and identity providers. In plain English? Instead of your IT admin manually adding a new user to GReminders, assigning their calendar roles, and deleting their account when they leave, your identity provider handles it all automatically. Use […]
