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Intelligent Scheduling and Reminder Software to help you streamline your business, eliminate no-shows
The difference between a mediocre AI output and a brilliant one often comes down to a single thing: how you prompt! Check out this video by our Director of Product Implementation, Xeaira Burkett, on how to create a Framework for your prompting to maximize outputs.
Ready to get started with GReminders AI? Check us out here: https://www.greminders.com/solutions/financial-advisors?utm_source=linkedin&utm_medium=linkedinpost&utm_campaign=linkedinmarketing
02/26/2026
🚀 Join Us for an Exclusive GReminders Best Practices Webinar Series ðŸ§
Are you ready to level up your scheduling, reminders, workflows, and AI-powered meeting management?
Our Director of Product Implementation, Xeaira Burkett, is hosting a four part deep-dive webinar series designed specifically for financial advisors using GReminders - and you won’t want to miss it!
📌 What you’ll learn:
✨ Best practices for scheduling, reducing no-shows, and working smarter
✨ A deep dive into automations such as Bulk Sends and Variables
✨ Ways to harness AI-powered features to save time and improve client service
✨ Actionable strategies for operational efficiency that you can implement immediately
Whether you’re a solo advisor or part of a growing team, this webinar will give you practical insights that strengthen your business processes and help you reclaim valuable time.
👉 Secure your spot now: https://events.zoom.us/ev/Ao31VIDThKoYJMii72pv-6H5JmAkIlez7CUtV85Bwg5xg8DgWeTC~AnEfo5yAaZl6j5kS0_xxG2E_4gwIi-SRihMIQ2n69fd95eZfIlCx-c37hA
12/31/2025
As 2025 comes to a close, we wanted to take a moment to reflect on the tremendous year we've had here at GReminders. This year, we doubled down on what matters most to financial advisors: saving time, reducing friction, and advising better.
From major AI launches to expanded Broker-Dealer approvals and deeper integrations, 2025 was a year of real momentum and measurable progress.
✨ Highlights:
• Over 87 new product releases like Ask Anything / Do Anything, AI Document Access, and One-Client Client Presentations
• Enhanced product experiences, including mobile access and streamlined navigation
• 23 industry conferences, 25+ webinars, and countless conversations with advisors shaping what’s next
• Continued investment in implementation, onboarding, and advisor success
We’re incredibly grateful to our customers, partners, and team who made this possible. Here's to 2026 - We’re just getting started.
👉 Read the full recap: https://www.greminders.com/articles/greminders-in-2025-a-year-of-momentum-innovation-and-ai-powered-progress/
We know busy season is starting to ramp up for Financial Advisors. It can be hard to be a proactive Advisor when you've got reviews to prep for, accounts to open, and wait - did you send the Smiths a gift congratulating them on their new baby?
At GReminders, we make client engagement easy. Hear from our Director of Product Implementation, Xeaira Burkett, on how GReminders can help you be a more proactive advisor - without adding to your workload.
Click here to claim your Sponsored Listing.
