Previously Recorded Events & Webinars

Webinar with Quivr: Advisor Meeting & Data Best Practices

Join GReminders & Quivr for a joint webinar on meeting management best practices for Financial Advisors! Learn how to manage your calendar, data, and systems to save valuable time and give the most efficient client service possible.

Proactive Client Engagement with GReminders + Wealthbox

Automate Your Annual Review Scheduling with GReminders + Redtail CRM

Join us for an insightful webinar where we explore how GReminders can revolutionize your annual review process. Discover the power of our client automation tool designed to streamline and automate your annual reviews, saving you time and enhancing efficiency.

We’ll also dive into GReminders’ new AI Notetaker tool, which assists in meeting follow-up tasks and administrative duties. Learn how to leverage this innovative tool to generate comprehensive meeting summaries, actionable items, and detailed transcripts, ensuring nothing falls through the cracks.

Don’t miss this opportunity to enhance your workflow and provide exceptional client service with GReminders. Register now to secure your spot!

Automate Your Annual Reviews with Wealthbox and GReminders

Utilize GReminders "Client Automation" tool to automate your Annual Review Scheduling process.

This webinar will provide practical tips and showcase the new enhancements to the GReminders + Wealthbox integration, showing you how to automate tasks, enhance efficiency, and improve client satisfaction.

How to Incorporate GReminders into your Operational Hub with Simplicity Ops

Are you finding it challenging to serve clients efficiently despite having a steady stream of them? Do you feel like you're constantly reinventing the wheel, losing sleep over potential mistakes, or struggling to maintain clear visibility into your practice operations? If these pain points sound familiar, this webinar is for you.

Join us to learn how to use your CRM as the central hub of your practice.

Transform your practice's pain points into opportunities for growth and efficiency. Join us and take the first step towards creating a more organized, efficient, and proactive practice.

Mastering GReminders: Best Practices for Financial Advisors Part 3 of 3

Join us for the LAST part of this 3 part series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices to customizing your platform, like Custom Questions, Routing Forms and Client Automation. Reserve your spot now and unlock the full potential of GReminders!

PreciseFP + GReminders: Integrated Tech Demo

Join us as we focus on making your life easier as a financial advisor. We'll walk you through a real-life case study showcasing the power of PreciseFP and GReminders.

Find Out: -How PreciseFP's customizable templates streamline data gathering and investor interactions. -How GReminders simplifies scheduling, launches to investors, and enhances communication for a seamless experience.

A step-by-step walkthrough from data gathering to meetings and calendars to CRM integration.

Register now!

Mastering GReminders: Best Practices for Financial Advisors Part 2 of 3

Join us for PART TWO of our best practice webinar series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices surrounding Integrations like Redtail, Wealthbox, and PreciseFP. Don’t miss out—reserve your spot now and unlock the full potential of GReminders!

Mastering GReminders: Best Practices for Financial Advisors Part 1 of 3

Join us for an exclusive THREE PART webinar series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices surrounding Scheduling and Reminders. Whether you’re a seasoned pro or just getting started, this webinar is your gateway to optimizing client interactions, streamlining workflows, and staying ahead in the financial advisory landscape. Don’t miss out—reserve your spot now and unlock the full potential of GReminders!

Unlocking Workflow Efficiency: Leveraging Event Types in GReminders with Simplicity Ops

In this engaging webinar, we will delve into the strategic approach of setting up various event types to efficiently launch workflows and ultimately enhance calendar management.

Key takeaways discussed:

By the end of the webinar, participants will emerge equipped with actionable strategies and practical insights to leverage event types effectively, transforming their calendar management practices and increasing process effectiveness.