Upcoming Events
Join us for a Virtual Webinar or In Person Event. Missed an Old Event? Watch Previous Events and Webinars.
GReminders Weekly Office Hours (Monday, Wednesday, Friday)
Join our weekly live “Office Hours” EVERY Monday, Wednesday, and Friday from 10:30-12:30p PT / 1:30-3:30p ET. Designed to help you get the most out of GReminders. Whether you’re just getting started, be a fly on the wall or looking to optimize advanced features, our Customer Success Team is here to answer your questions in real time.
Symmetry Base Camp - Glastonbury, CT
GReminders will be attending Symmetry Base Camp, an event that brings together a select group of financial advisors, industry partners, and Symmetry leaders for conversations focused on growth, practice management, and building a stronger advisory business.
The Ultimate Annual Review Playbook in Redtail with Stephanie Dannebaum Consulting
Client annual reviews are one of the most important — and most time-consuming — parts of running an advisory practice. Between scheduling, prep, notes, and follow-up, it's easy for hours of manual work to pile up around a single meeting.
Join Stephanie Dannebaum Consulting and GReminders for a live overview on how you can manage the entire annual review lifecycle with Redtail CRM.
We'll walk through a real case study showing how advisors are using GReminders & Redtail to schedule reviews, generate meeting scorecards and analytics, capture notes automatically with the AI notetaker, and send bulk review invitations to their entire book of clients.
RIA Edge - Orange County - Orange County, CA
Join us in Orange County for RIA Edge where RIAs gather to share industry trends and knowhow.
Redtail University - St. Louis, MO
GReminders will be attending Redtail University, a full-day in person training for Redtail users. Come learn more about our new integration INSIDE Redtail!
Cetera Connect2Tech - Dallas, TX
GReminders will be joining Cetera’s Connect2Tech gathering, where Advisors share best practices, exchange growth strategies, compare business infrastructure notes, and learn how to elevate the client experience using technology.
Schwab IMPACT - Boston, MA
GReminders will be attending Schwab IMPACT in Boston, MA this year - celebrating all things RIA! Come stop by our Kiosk.
Osaic ConnectED - Atlanta, GA
GReminders will be attending Osaic ConnectED in Atlanta, GA! This gathering unites Osaic financial professionals and office staff, enterprises, institutional partners, home office leaders, employees, and sponsors for an exhilarating three-day event. Stop by our Kiosk!