Previously Recorded Events & Webinars
Missed an Event? Watch Replays of Previous Events & Webinars.
GReminders + Wealthbox: The Psychology of Showing Up: Why Clients Miss Meetings and How to Fix It
Join GReminders and Wealthbox to learn more on the behavioral patterns behind why clients cancel, reschedule, or do not show up, and how advisors can design a better experience that clients are more likely to commit to. From communication to meeting structure, small changes can drive more consistent engagement.
This webinar covered:
WealthReach + GReminders: From Intent Signals to Advisor Action
See how WealthReach and GReminders work together to connect prospect intent, meeting scheduling, and AI-powered follow-through, helping advisors act faster and smarter at every stage of the client journey.
Advisor Best Practices: A 4-Part Series
Join us for an exclusive webinar series where we dive deep into the art of mastering GReminders — the ultimate meeting management tool for Financial Advisors. Over 4 different sessions, we'll cover Scheduling, Reminders, Integrations and our AI Notetaker/Assistant.
Product Updates Webinar
Here at GReminders, we build our product for you, our customer. We're regularly taking your feedback and improving our platform and making updates to stay ahead.
Join us for our quarterly GReminders Product Updates Webinar to stay up to date on what improvements we've been making!
Future of RIA Tech Hosted by FinOps
The FinOps Co-Op® community, in partnership with Redtail, PreciseFP, and GReminders, presents the very first edition of Future of RIA Tech, a webinar experience focused on how technology is shaping advisory firms today, where it's headed next, and how your firm can not only adapt but thrive.
This session will dive into real-world workflows and operational decisions, highlighting how advisory firms are using AI, automation, and other modern tools to streamline processes, improve client experiences, and create scalable systems. Rather than theory, you’ll see practical examples of technology in action, learn what’s working today, and leave with ideas you can implement in your own firm.
Introducing a New AI Meeting Experience Directly Inside Redtail
Join GReminders and Redtail for a live webinar unveiling a new native integration that brings AI meeting Notes, pre-meeting briefs, and client scheduling directly inside Redtail. No separate tools and no manual syncing.
This session will walk through how firms are:
This is the first public walkthrough of this capability and represents a meaningful shift in how advisors manage meetings inside their CRM. If Redtail is central to your practice, this is a session you won’t want to miss.
Streamline Client Conversations with GReminders + CurrentClient!
We’re excited to launch the new GReminders + CurrentClient integration, giving financial advisors a seamless way to manage compliant client communications and meetings in one workflow.
Join this webinar to see how you can:
Be among the first to see the integration in action and learn how it can save your firm time while improving the client experience.
Webinar for XPYN Members: AI-Driven Efficiency for Financial Advisors
Feeling buried under endless processes? Your tech stack should save you time, not steal it. Join us Dec 2 for Work Less, Serve More: AI-Driven Efficiency.
Learn real-world strategies from XYPN advisors to automate, streamline, and reclaim your week.
Beyond the Buzz: Practical AI for Professional Service Businesses
Join GReminders and Jenn Goldman from MyVirtualCOO for a joint webinar on Beyond the Buzz: Practical AI for Professional Service Businesses!
GReminders Product Updates Webinar
At GReminders, we’re always rolling out new product enhancements to help better support our customers. Join us for a GReminders Product Updates Webinar to see what we’ve been up to this past year - and if there’s anything you might’ve missed!
Zapier in Action: Automating Advisor Workflows with Hubly + GReminders
In this live session, we’re connecting Hubly and GReminders with Zapier to show you how advisors are building workflows that literally run themselves.
Register now to see Zapier & GReminders in action and get some workflow inspiration for your firm.
From CRM to Meeting Management: Building a Clean, End-to-End Meeting Workflow
Join GReminders and RooksDM for a live walkthrough of the entire meeting lifecycle — from pulling clean data out of Redtail, to scheduling with GReminders, to generating pre-meeting briefs and post-meeting notes. We’ll also share best practices on bulk sends, CRM efficiency, and how advisors can streamline their workflows for maximum efficiency.
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!