Previously Recorded Events & Webinars

Automate Your Annual Reviews with Wealthbox and GReminders

Utilize GReminders "Client Automation" tool to automate your Annual Review Scheduling process.

This webinar will provide practical tips and showcase the new enhancements to the GReminders + Wealthbox integration, showing you how to automate tasks, enhance efficiency, and improve client satisfaction.

How to Incorporate GReminders into your Operational Hub with Simplicity Ops

Are you finding it challenging to serve clients efficiently despite having a steady stream of them? Do you feel like you're constantly reinventing the wheel, losing sleep over potential mistakes, or struggling to maintain clear visibility into your practice operations? If these pain points sound familiar, this webinar is for you.

Join us to learn how to use your CRM as the central hub of your practice.

Transform your practice's pain points into opportunities for growth and efficiency. Join us and take the first step towards creating a more organized, efficient, and proactive practice.

Mastering GReminders: Best Practices for Financial Advisors Part 3 of 3

Join us for the LAST part of this 3 part series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices to customizing your platform, like Custom Questions, Routing Forms and Client Automation. Reserve your spot now and unlock the full potential of GReminders!

PreciseFP + GReminders: Integrated Tech Demo

Join us as we focus on making your life easier as a financial advisor. We'll walk you through a real-life case study showcasing the power of PreciseFP and GReminders.

Find Out: -How PreciseFP's customizable templates streamline data gathering and investor interactions. -How GReminders simplifies scheduling, launches to investors, and enhances communication for a seamless experience.

A step-by-step walkthrough from data gathering to meetings and calendars to CRM integration.

Register now!

Mastering GReminders: Best Practices for Financial Advisors Part 2 of 3

Join us for PART TWO of our best practice webinar series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices surrounding Integrations like Redtail, Wealthbox, and PreciseFP. Don’t miss out—reserve your spot now and unlock the full potential of GReminders!

Mastering GReminders: Best Practices for Financial Advisors Part 1 of 3

Join us for an exclusive THREE PART webinar series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices surrounding Scheduling and Reminders. Whether you’re a seasoned pro or just getting started, this webinar is your gateway to optimizing client interactions, streamlining workflows, and staying ahead in the financial advisory landscape. Don’t miss out—reserve your spot now and unlock the full potential of GReminders!

Unlocking Workflow Efficiency: Leveraging Event Types in GReminders with Simplicity Ops

In this engaging webinar, we will delve into the strategic approach of setting up various event types to efficiently launch workflows and ultimately enhance calendar management.

Key takeaways discussed:

By the end of the webinar, participants will emerge equipped with actionable strategies and practical insights to leverage event types effectively, transforming their calendar management practices and increasing process effectiveness.

Finding Fintech Podcast

On the Finding Fintech podcast, GReminders was spotlighted for its integrations with Redtail and Wealthbox, discussing how these connections benefit financial advisors by streamlining scheduling and enhancing client communication. GReminders' focus on productivity and client engagement resonated with the audience, highlighting its value within the fintech landscape.

Client Oboarding Efficiency with Simplicity Ops

Join our upcoming webinar where we'll be in conversation with Kate Guillen from Simplicity Ops. Kate will guide us through a segment of the Client Onboarding process, offering insights on implementing highly efficient processes and operating procedures. Don't miss this opportunity to gain valuable knowledge and enhance your onboarding practices.

Mastering the Prospect Journey with Stephanie Dannebaum

Join GReminders and Stephanie Dannebaum to elevate your prospect management game and ensure a smooth transition from lead to a successful onboarding journey. Don't miss this opportunity to revolutionize your approach and create a client experience that sets you apart. Reserve your spot now for an illuminating session that will redefine your prospect engagement strategy!