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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The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?
Ronda WarnerVP Operations - Park Edge Advisors LLC
I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!
WarnerCFP - San Diego, CA
Clients have found it is easy to choose an appointment time that works well for them. I am excited about using the appointment reminder features. In the past we had our team members calling clients to remind them of an appointment time. Now we are able to have this process automated
Rebecca GExit Planning Advisor - Financial Clarity
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.
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
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
