Hi Advisors! I'm with GReminders (an automated scheduling, reminders and CRM automation tool built for advisors) and we're currently looking to expand our platform to assist with Seminars and Events.
I wanted to know if anyone would be open to shedding light on their seminar prep and follow up practices and if you had the perfect tool to assist with these (think CRM integration, attendee tracking, workflows etc) what would that look like? What would make your job easier prepping for these events and then enhancing or creating a more efficient follow up process?
Thanks in advance!