{"version":"1.0","provider_name":"End to End Meeting Management Platform - SMS Reminders - AI Notetaker","provider_url":"https:\/\/www.greminders.com\/articles","author_name":"Colin Hsu","author_url":"https:\/\/www.greminders.com\/articles\/author\/colinhsu\/","title":"Automating Client Age Milestones with CRM Criteria (Bulk Sends) - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"UIgj1bzIVX\"><a href=\"https:\/\/www.greminders.com\/articles\/automating-client-age-milestones-with-crm-criteria-bulk-sends\/\">Automating Client Age Milestones with CRM Criteria (Bulk Sends)<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/www.greminders.com\/articles\/automating-client-age-milestones-with-crm-criteria-bulk-sends\/embed\/#?secret=UIgj1bzIVX\" width=\"600\" height=\"338\" title=\"&#8220;Automating Client Age Milestones with CRM Criteria (Bulk Sends)&#8221; &#8212; End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" data-secret=\"UIgj1bzIVX\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n\/* ]]> *\/\n<\/script>\n","description":"GReminders lets you leverage your contacts in your CRM to automate a variety of email and SMS notifications to clients around critical life events. One of the most powerful ways financial advisors use this feature is to proactively target clients approaching key age milestones. By setting up dynamic date criteria, you can automatically run bulk [&hellip;]","thumbnail_url":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/image.png","thumbnail_width":1121,"thumbnail_height":96}