Previously Recorded Events & Webinars

Introducing Next Level AI-Automation with XLR8

Join GReminders and XLR8 for a joint webinar on building next level AI Automations for your practice!

Leveraging Advisor Tech Tools with AI & Automations

No two Advisors run their practice the same. Join GReminders and Stephanie Dannebaum Consulting for a joint webinar learn how to maximize Advisor Tech Tools with AI & Automations.

Addressing Your Leaky Pipeline: Automation and Opportunities with Integrated Advisor & GReminders

Join us for a joint webinar featuring Chris Morrill, Financial Advisor & founder of Integrated Advisor and Xeaira Burkett, Director of Product Implementation for GReminders! Focus on capturing new business opportunities during client conversations and automating processes using GReminders and Integrated Advisor!

Proactive Client Engagement with GReminders + Redtail

Clients expect their advisors to be proactive, yet many struggle to keep up. Learn where advisors fall short, best practices for staying ahead of client needs, and how automation can help. Join GReminders and Redtail to discover how workflows, reports, and automated reminders can enhance your client experience and boost efficiency.

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!

Best Practices for Automating Your Annual Reviews with GReminders and Wealthbox

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.