Thank you, everybody, for joining us. I am with GReminders. My name is Xeaira Burkett, and I am the Partner Relationship Manager. For those who don’t know, GReminders is the only automated scheduling and reminders platform built for advisors. We directly integrate with the biggest CRMs in the financial sphere. Today, I’m delighted to introduce […]
Compliance and Governance in the Financial Advisor or Wealth Management Space at its core is about Transparency, Integrity and Putting Client Interests first. While regulatory compliance can be daunting, almost ALL of it aligns with common sense practices that protect both the advisor and their clients. In short they can be summarized with: Put your […]
A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect. What does their portfolio performance look like? Or how have recent market events affected their thinking. Did […]
Listen to our CEO discuss Fintech, Productivity and the Future of AI and Automations on the PayPod Payments & Fintech Show Podcast: Enjoy!
In today’s interconnected world, financial professionals are increasingly challenged with managing complex systems that must function seamlessly together. Choosing between interoperative solutions and point solutions is more critical than ever. While point solutions offer targeted fixes for specific issues, interoperative solutions like GReminders excel by integrating effortlessly with other systems, ensuring efficient communication and data […]
In today’s business environment, efficient and accurate note-taking is crucial for maintaining productivity and ensuring no detail is overlooked. GReminders has recently unveiled its AI Notetaker Templates, a game-changer for professionals who rely on detailed meeting summaries. These customizable templates allow users to tailor their notetaking to different types of meetings, ensuring that all pertinent […]
As a financial advisor, establishing a trusting and communicative relationship with your clients is paramount. Trust forms the foundation of any successful advisory relationship, enabling clients to feel secure and confident in sharing their financial goals and concerns. Effective communication ensures that clients are well-informed, engaged, and reassured that their advisor is attentive to their […]
WealthManagement.com published the results of a shocking survey conducted by YCharts in February 2024. The survey indicated more than half of advisory clients either left their financial advisor or considered leaving their advisor in 2023. In fact, they were so shocked by the results that they conducted the survey a second time and confirmed the […]
When an advisor leaves your firm, you have to act quickly if you want to retain clients. According to Bryce Sanders in his article, 7 Steps to Keeping a Client Whose Advisor Has Left the Firm, Think Advisor, Oct. 18, 2021, Step #2 is: Contact Them Immediately While you can reach out to clients many […]
Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]
