Automate Your Client Meetings with Wealthbox + GReminders | Save 100+ Hours Per Year! 🚀 скачать в хорошем качестве

Automate Your Client Meetings with Wealthbox + GReminders | Save 100+ Hours Per Year! 🚀

Want to save your operations team hundreds of hours a year while delivering consistent, tiered client service? In this video, Jeff from Advisor Tech Partners walks you through how to automate your financial advisory service model using Wealthbox CRM and GReminders. Learn how to set up annual review automations, categorize clients by tier, and future-proof your meeting process — all while minimizing human error. 👨‍💼 See how firms like yours are: ↳ Automating appointment scheduling by client tier ↳ Eliminating no-shows with email & SMS reminders ↳ Syncing client data seamlessly between platforms ↳ Tracking service delivery for compliance & reporting 📅 Schedule an Introductory Call: https://app.greminders.com/t/2c5bbdd2... 📥 Download the CRM Mastery Guide here: https://www.advisortechpartners.com/f... All Services & Pricing👇 👉 CRM Efficiency Scorecard https://www.advisortechpartners.com/c... 👉 CRM Customizations Setup https://www.advisortechpartners.com/c... 👉 Zapier Consulting for Financial Advisors https://www.advisortechpartners.com/z... 👉 Workflow Consulting for Financial Advisors https://www.advisortechpartners.com/w... 👉 Service Model Automation https://www.advisortechpartners.com/s... Contact us: Website: https://www.advisortechpartners.com/ Email us: Team@AdvisorTechPartners.com Follow Advisor Tech Partners on LinkedIn:   / advisor-tech-partners