Financial Advisors Archives - Page 2 of 4 - End to End Meeting Management Platform - SMS Reminders

Advantages of Utilizing an Interoperable System for Financial Professionals

Posted on September 7, 2024September 7, 2024 by Mark Hill

In today’s interconnected world, financial professionals are increasingly challenged with managing complex systems that must function seamlessly together. Choosing between interoperative solutions and point solutions is more critical than ever. While point solutions offer targeted fixes for specific issues, interoperative solutions like GReminders excel by integrating effortlessly with other systems, ensuring efficient communication and data […]

AI Notetaker Templates

Posted on August 28, 2024December 18, 2025 by Xeaira Burkett

In today’s business environment, efficient and accurate note-taking is crucial for maintaining productivity and ensuring no detail is overlooked. GReminders has recently unveiled its AI Notetaker Templates, a game-changer for professionals who rely on detailed meeting summaries. These customizable templates allow users to tailor their notetaking to different types of meetings, ensuring that all pertinent […]

Are You Overlooking Ways to Enhance Your Client Service?

Posted on July 18, 2024October 29, 2024 by Xeaira Burkett

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 […]

Are your clients thinking about leaving you?

Posted on June 12, 2024October 29, 2024 by Mark Hill

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 […]

How to Retain Clients When Advisors Leave Your Firm

Posted on June 11, 2024October 30, 2024 by Mark Hill

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 […]

Help Clients Follow You to Your New Firm

Posted on May 31, 2024October 30, 2024 by Mark Hill

Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]

Client Automation: Bulk Sends

Posted on May 15, 2024September 30, 2025 by Xeaira Burkett

In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on—there’s a twist! GReminders has just released a VERY big update to one of its features and it’s all about how to streamline client communications. If you’re an existing user, you may have utilized […]

Smart Choice, Smart System: How GReminders Customers Won Big with G2’s Multi-Category Awards

Posted on March 28, 2024March 28, 2024 by Xeaira Burkett

In the dynamic world of online appointment scheduling and business management, GReminders has emerged as a beacon of reliability and excellence. The recent recognition by G2, a leading peer-to-peer review site, is a testament to our platform’s unwavering commitment to our users. GReminders has been honored with multiple awards, each underscoring a unique aspect of […]

How to Deal with No Shows

Posted on March 23, 2024December 5, 2025 by Mark Hill

When someone fails to show up for their meeting, they have wasted your time and ultimately cost you money. If you scheduled the appointment for someone else in your office and the prospect or client didn’t show, it can reflect negatively on you, regardless of who’s really at fault. GReminders automated reminders will reduce the […]

Tracking No Shows

Posted on December 10, 2023February 10, 2026 by Sarah Mitchell

GReminders Reduces No Shows: it’s one of the core missions of the service. The platform does this quite well via a variety of notifications including SMS, Email and Voice Reminders. And we have heard from thousands of you that it makes a meaningful impact to reduce No Shows by up to 50% or more. All […]