Live Webinar
Best Practices
Scale Your Practice Without Scaling Your Workload
Thursday, September 10, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
As your book of business grows, so does the time your team spends scheduling meetings, sending reminders, and managing follow-up. Join Wealthbox and GReminders to see how automating these routine tasks can help growing firms serve more clients while keeping their teams focused on higher-value work.
WHAT WE'LL COVER
- 1 How automated scheduling and reminders can reduce the administrative work behind every client meeting
- 2 How GReminders and Wealthbox work together to keep scheduling and client activity connected
- 3 How Wealthbox workflows can create more consistent, repeatable processes for client follow-up
- 4 How small teams can use automation to support a growing client base without adding more manual work
SPEAKERS
Chris Gonzales
Senior Partner Relationship Manager
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.”
