Work Less, Serve More: AI-Driven Efficiency for Financial Advisors With GReminders

Is your tech stack actually saving you time—or just taking up space on your to-do list?

Join us for a free XYPN virtual event where we’ll explore real-world examples with XYPN advisors that break down how your systems should work: harder, smarter, and in the background, while you focus on what matters.

You’ll discover how to:

• Cut manual work with simple automations that streamline onboarding, scheduling, and follow-up
• Use AI intentionally to draft emails, summarize meetings, and organize client information
• Enhance your client experience with consistent touchpoints that don’t require more of your time
• Build repeatable workflows so your processes don’t live in your head (or in 14 different spreadsheets)
• Save hours each week using a practical framework from an XYPN advisor who’s done it

If you’re ready to stop feeling buried by processes and start running a smoother, more scalable firm, this session is for you.

👉 Reserve your spot now and start making your tech stack work for you.