Background For financial advisors, maintaining robust client relationships and ensuring financial plans stay on track are essential goals. Annual reviews...
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Strategic Partnership Aims to Streamline Operations and Boost Efficiency for over 10,000 Financial Professionals Los Angeles, CA – June 10,...
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As a financial advisor, establishing a trusting and communicative relationship with your clients is paramount. Trust forms the foundation of...
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We have all been guilty of forgetting to do the things we need to remember to do. With more competition...
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When you use GReminders to schedule your meetings, you can require approval prior to the initial bookings. This is a...
Continue ReadingBackground For financial advisors, maintaining robust client relationships and ensuring financial plans stay on track are essential goals. Annual reviews are a key component in achieving these objectives. However, the process of scheduling these reviews can be both time-consuming and tedious. This is where GReminders, when integrated with Salesforce, comes into play, automating and simplifying […]
Strategic Partnership Aims to Streamline Operations and Boost Efficiency for over 10,000 Financial Professionals Los Angeles, CA – June 10, 2024 — GReminders, a leading provider of online scheduling and process automation technology, has announced a strategic partnership with Osaic, one of the nation’s largest providers of wealth management solutions. This collaboration aims to bring […]
As a financial advisor, establishing a trusting and communicative relationship with your clients is paramount. Trust forms the foundation of any successful advisory relationship, enabling clients to feel secure and confident in sharing their financial goals and concerns. Effective communication ensures that clients are well-informed, engaged, and reassured that their advisor is attentive to their […]
We have all been guilty of forgetting to do the things we need to remember to do. With more competition for our attention than ever before, simple tasks like waking up on time, paying bills and taking medication can easily fall by the wayside. In 2024 there are endless “solutions” to this problem. But few […]
When you use GReminders to schedule your meetings, you can require approval prior to the initial bookings. This is a great way to filter the events that are being booked on your calendar and only approve what is necessary. You can learn more about Requiring Approval prior to the initial bookings by Clicking Here. But […]
So you want to track Contact “Sources” in Redtail. Marketing Attribution is a complicated topic and there are many ways to achieve tracking. UTM field tracking is one way, popular for the Google Analytics Folks. Using other tracking codes via Google Analytics, Hubspot or Marketing Automation tools works well too. But if you are a […]
GReminders allows you to map the answers your clients submit during scheduling to User Defined Fields (UDF) in Redtail. UDFs are just one of the options you have to map your Custom Questions to but they are very commonly used. (Click here to learn more about this process) GReminders can also sync with your Redtail […]
Embedding a Scheduling or Routing form into your website is easy. For General instructions on how to embed Scheduling pages into your website see our general documentation. If you are a Squarespace user here are basic instructions: First edit a Squarespace page and add a “Block”: Next select the CODE block Edit the Block Then […]
WealthManagement.com published the results of a shocking survey conducted by YCharts in February 2024. The survey indicated more than half of advisory clients either left their financial advisor or considered leaving their advisor in 2023. In fact, they were so shocked by the results that they conducted the survey a second time and confirmed the […]
When an advisor leaves your firm, you have to act quickly if you want to retain clients. According to Bryce Sanders in his article, 7 Steps to Keeping a Client Whose Advisor Has Left the Firm, Think Advisor, Oct. 18, 2021, Step #2 is: Contact Them Immediately While you can reach out to clients many […]
