live Webinar Best Practices

The Psychology of Showing Up: Why Clients Miss Meetings and How to Fix It

Tuesday, May 26, 2026 at 2:00 PM ET

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Presented by

Join GReminders and Wealthbox for this webinar to learn more on the behavioral patterns behind why clients cancel, reschedule, or do not show up, and how advisors can design a better experience that clients are more likely to commit to. From communication to meeting structure, small changes can drive more consistent engagement.

This webinar will cover:

  1. Behavioral reasons clients cancel or skip meetings
  2. The impact of missed meetings on planning outcomes and relationships
  3. Communication techniques that increase commitment and attendance
  4. How to structure meetings to feel more valuable and intentional

Speakers

Christian Kirchoff

Team Lead of Customer Success

Wealthbox

Chris Gonzales

Senior Partner Relationship Manager

GReminders

“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