Upcoming Events

GReminders Weekly Office Hours (Monday, Wednesday, Friday)

Join our weekly live “Office Hours” EVERY Monday, Wednesday, and Friday from 10:30-12:30p PT / 1:30-3:30p ET. Designed to help you get the most out of GReminders. Whether you’re just getting started, be a fly on the wall or looking to optimize advanced features, our Customer Success Team is here to answer your questions in real time.

Future Proof Break Thru Connect

Future Proof Connect is a virtual, meetings-only event for the wealth management industry, built entirely around Breakthru, Future Proof's one-to-one meetings program, with no sessions or speakers, just pre-matched conversations with the people you want to reach.

Automate the Calendar, Keep the White Glove: How RIAs Break Out of Reactive Mode: GReminders + The Oasis Group

At most RIAs, reactive mode has quietly become normal. Advisors and their teams spend hours chasing calendars, rescheduling meetings, sending reminders, and piecing together prep and follow-up — and because it’s always been done that way, nobody questions it. Some firms even have a dedicated staff member whose only job is scheduling. The complexity is hiding in plain sight, inside the meeting management process.

Join John O’Connell of The Oasis Group and Arnulf Hsu of GReminders as they build on their recent white paper to show what an excellent meeting management process actually looks like. They’ll map the workflow from first booking to final follow-up, take on the tension between automation and white-glove service, and tackle the question every firm is asking right now: with so many do-it-yourself AI tools on the market, should you build it yourself or rely on a vendor?

What You’ll Learn ● How reactive mode gets disguised as normal — and what it’s really costing your firm in time and capacity ● Where complexity hides in meeting management, from scheduling and reminders to prep and follow-up ● What a best-practice meeting management process looks like, step by step, including discovery and pre-qualification at the time of booking ● How to automate the routine without losing the white-glove experience your top clients expect — including clients who will never respond to a text reminder ● The real pros and cons of DIY AI tools versus working with a vendor, and the questions to ask about data, compliance, and long-term maintenance ● How to turn individual AI experiments into repeatable processes that scale across your team