The Ultimate Annual Review Playbook in Redtail
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 without ever leaving 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 - all from within the Redtail environment they already work in every day.
What you'll learn:
Whether you're running reviews for 50 clients or 500, you'll leave with a clear playbook for cutting manual work, improving the client experience, and getting the most out of the GReminders–Redtail integration.
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GReminders is by far the best product in our tech stack.
Russell Telfer- Bridges Wealth Management
Do yourself, your clients, and your bottom line a favor and get GR. Let the experts help you set it up. It saved me from hiring an appointment setter. Redtail integration is fantastic.
Mark HooverInvestment Advisor - Big Picture Group
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.
Stephanie LFinancial Advisor - Osaic Wealth
The best thing about GReminders is that 'it just works.' The setup was painless, and it seamlessly handles calendar integrations without clunky workarounds. I also like the premier onboarding service.
GR is one of the best softwares to link to the Redtail CRM. The thoughtful build outs for users make such a huge difference and really help make the experience for clients more detailed.
Jac AndersonTechnology Training Coordinator - CPS Investment Advisors
The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.
Madelyn Marks- Elite Income Advisors
I love it! Affordable and Simple. GReminders solves our problems of playing phone tag with clients. I love that my clients get a reminder and I can send one to myself as well.
Belen SanchezCEO - Belen Sanchez Insurance
We appreciate GReminders and the ease of use, and how it connects to our contact management system. Links perfectly, no mistakes, no issues, it's been wonderful to use and seamless.
Julie ZemkeDirector - Magnetic North Advisors
GReminders is a great benefit to our customers and saves time with the scheduling process. Considering the robustness of this software, it was very simple to set up and the GReminders team was very helpful in doing so.
Doug KingDir IT - Principal Wealth Group