On demand Webinar

Everything Done for You with GReminders + PreciseFP

Join us as we focus on making your life easier as a financial advisor. We’ll walk you through a real-life case study showcasing the power of PreciseFP and GReminders.

Find Out:

  • How PreciseFP’s customizable templates accomplish data gathering and investor interactions.
  • How GReminders simplifies scheduling, launches to investors, and enhances communication for a seamless experience.
  • A step-by-step walkthrough from data gathering to meetings and calendars to CRM integration.

Speakers

Nora Gallegos

Financial Planning Thought Leader, PreciseFP

Xeaira Burkett

Partner Relationship Manager, GReminders

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