live Webinar Best Practices

Proactive Client Engagement with GReminders + Wealthbox

Tuesday, Apr 15, 2025 at 2:00 PM ET

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Clients expect their advisors to be proactive, yet many struggle to keep up. Learn where advisors fall short, best practices for staying ahead of client needs, and how automation can help. Join GReminders and Wealthbox to discover how workflows, reports, and automated reminders can enhance your client experience and boost efficiency.

This webinar will cover:

  1. The importance of proactivity in client relationships and where advisors struggle.
  2. Best practices for building a proactive advisory practice.
  3. How to use Wealthbox and GReminders to automate workflows, reminders, and client communications.
  4. A live demo of how these tools work together to enhance client engagement.

 

Speakers

Xeaira Burkett

Director of Product Implementation

GReminders

Chris Kopanski

Head of Customer Education

Wealthbox

“GReminders builds our software for our customers and our integration with Wealthbox is a direct result of user requests. They love the powerful features of Wealthbox and the convenience and effectiveness of GReminders, so it was a natural decision for us to partner with Wealthbox and give our mutual users the best of both worlds.”

Mark Hill

Director of Marketing, GReminders