Why Meeting Management is a Probability Problem in Wealth Management - The Oasis Group
A new report from The Oasis Group, sponsored by GReminders, reveals why the firms that scale over the next decade won't be the ones with the most talented advisors - they'll be the ones whose meeting process survives without them.
Advisors already lose more than a full business day every week to administrative tasks. Wealth management M&A just hit a record 466 deals in 2025 - and buyers are pricing firms on whether the practice runs without any one person holding it together. If your meeting management still depends on one scheduler's memory or one advisor's notes, that's not a workflow. It's a liability sitting on your balance sheet.
This report breaks down:
Whether you're a solo practitioner, a multi-advisor team, or an aggregator building a shared-services model, this report gives you a concrete way to diagnose the gap — and close it.
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This has been a very user friendly site for clients. I've had good feedback. It saves time that it is linked to my Zoom and also sends links for meetings. Has been a great time saver and made it more convenient for clients to connect.
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Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.
Dan GarrettStrategy/Tech - SRG Financial Advisors
A 90-minute meeting would take me easily 3-4 hours to make sure the detailed information from all the reports is all there, but now it's 5 minutes, this is insane. It transformed my process from spending an entire afternoon typing up accurate notes to completing it in just a few minutes, and it’s impressive how customizable you can make it for your customers.
David MelnykRetirement Plan Specialist - Asset Advisors of America
Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.
Gavin FFinancial Advisor - Boston, MA
