Why Meeting Management is a Probability Problem in Wealth Management - The Oasis Group
A new report from The Oasis Group, sponsored by GReminders, reveals why the firms that scale over the next decade won't be the ones with the most talented advisors - they'll be the ones whose meeting process survives without them.
Advisors already lose more than a full business day every week to administrative tasks. Wealth management M&A just hit a record 466 deals in 2025 - and buyers are pricing firms on whether the practice runs without any one person holding it together. If your meeting management still depends on one scheduler's memory or one advisor's notes, that's not a workflow. It's a liability sitting on your balance sheet.
This report breaks down:
Whether you're a solo practitioner, a multi-advisor team, or an aggregator building a shared-services model, this report gives you a concrete way to diagnose the gap — and close it.
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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
GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.
Vivien EndersAAMS, CRPS - Modern Strategy Investments
GReminders not only helped us reduce no-shows, but we also noticed a huge improvement with clients showing up for their appointments on time. That was one of the biggest issues in our office.
DixonCPA - Houston, TX
Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.
Gavin FFinancial Advisor - Boston, MA
I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.
Olivia J. Rice- Emerald City Fiduciary Group
Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.
Geryl WinterowdCOO - Guardian Financial Wealth
GReminders app is awesome! Using it right now in a conference. Thank you!
Chris MorrillDirector - Frandsen Morrill Advisors
If I were to pull up my metrics from Calendly, it was a 5% or less usecase for scheduling. And then you had none of the notetaker capacity, follow-ups, communicating with my team, check a box and push it through to the CRM. I don't think there's much of a comparison anymore.
GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.
Shelley CDir Ops - York, PA