GReminders

📢 We're Hiring a Marketing Manager! 📢 GReminders, an award-winning AI-powered meeting management platform, is looking for a dynamic Marketing Manager to drive growth and awareness in the financial services sector. If you're passionate about marketing and ready to make an impact, we want to hear from you! Apply today: https://lnkd.in/evrSqFyR #JobOpening #MarketingManager #JoinOurTeam

Any firms using Calendly, please read this to learn how you can save your ops team countless hours and automate more of your service model—helping your firm run like clockwork! At Advisor Tech Partners, we know that scheduling can be one of the most time-consuming tasks for RIAs. That’s why we recommend GReminders as a game-changer for advisors looking to streamline client interactions. Unlike standard scheduling tools, GReminders integrates directly with Wealthbox and Redtail Technology CRM, making scheduling more intelligent and efficient. With GReminders, your team can: 👉 Set up automated client scheduling links based on client tier, reducing the endless back-and-forth emails 👉 Send customized reminders to reduce no-shows and reschedules 👉 Automatically sync appointments with the right advisors, preventing double-booking and manual errors Imagine a scheduling process that truly aligns with your service model. By automating these touchpoints, GReminders empowers your team to focus on strategic work rather than admin tasks. Ready to explore how this could look for your firm? Advisor Tech Partners can help implement and optimize GReminders, making scheduling smoother for you and your clients alike!"

Don't forget to see us today during lunch! We'll be talking interoperable systems and how GReminders integrates DIRECTLY with Redtail Technology

The Intulse team is currently in Dallas with Redtail Technology and Orion, wrapping up a 2-day event. Don't miss your chance to learn how integrating #voip with Redtail can save you time and money. Also, see our friends from GReminders and Mobile Assistant while you're here!

See you in Dallas next week for Redtail Technology and Orion Align University!

Hear how Joe Lopez took a 'back of the napkin' idea to a successful company and an exit in 4 years. He was interviewed for The Passage to Profit show airing this weekend on 30+ radio stations across the country. Also featured on the show were two amazing entrepreneurs, Brent Kesler with The Money Multiplier, and Arnulf Hsu with GReminders. If you miss the show, the podcast releases on Monday. Joe, Brent, and Arnulf were amazing guests for Richard Gearhart and myself. We like to record in the iHeart studios in NY but will conduct the show on Zoom for guests who can't make it, like the one we did with them. Thanks to Feedspot for naming Passage to Profit a Top 10 Entrepreneur Podcast to be a Guest On!

Yesterday, Brooklyn Investment Group CEO Erkko Etula spoke at RIA Edge (Part of Wealth Management EDGE) West session titled 'What's in my WealthStack? Solutions that are Powering Growth.' The session provided financial advisors with insights into cutting-edge tools that are shaping the future of wealth management. Thank you to the co-panelists Mike Papedis (Fusion Financial Partners), Adrian Johnstone (Practifi), Arnulf Hsu (GReminders), and Howard Morin (Helium Advisors) who also shared their expertise on strategies and technologies that optimize operations, enhance client experiences, and drive growth. #RIAEdgeWest #wealthmanagement #ria #financialadvisors #techsolutions #brooklyninside

Choosing a reliable scheduling software is important, and in this edition of the Sphynx Automation blog series, we'll tell you about GReminders! GReminders' calling card is that they integrate directly with Wealthbox and Redtail, making it a great option for new advisors to get immediate efficiency in their day-to-day operations. But it doesn't stop there - you can read more about GReminders and what they offer below! #greminders #scheduling #processmanagement #automation #integrations #tech #workflowmanagement #crm #automagic

Hey #Osaic Advisors! Stop by booth #337 next to the Spotlight Stage 1 to learn about GReminders and our End-to-End Meeting Platform!