If you’re serious about working with more doctors, you already know your most valuable asset isn’t your investment model or your pitch deck—it’s your time.
Time to build trust.
Time to have real conversations.
Time to follow up when a physician is finally ready to take action.
In my latest Engaging Doctors podcast episode, I sit down with Arnulf Hsu, founder and CEO of GReminders, an AI-powered end-to-end meeting management platform built for financial advisors.
Arnold and his team have implemented their system in thousands of advisory practices, from solo advisors to 200-advisor enterprises. What they’re seeing is remarkable:
We also talk about:
If you’ve ever thought, “I’d love to work with more doctors, but I’m already maxed out,” this episode is for you.
Listen to the episode now! Click here.
As you listen, ask yourself:
“What would I do with an extra 500 hours a year—especially if I invested that time in my best clients and my ideal doctor prospects?”
Best,
Dr. Vicki
Time to build trust.
Time to have real conversations.
Time to follow up when a physician is finally ready to take action.
In my latest Engaging Doctors podcast episode, I sit down with Arnulf Hsu, founder and CEO of GReminders, an AI-powered end-to-end meeting management platform built for financial advisors.
Arnold and his team have implemented their system in thousands of advisory practices, from solo advisors to 200-advisor enterprises. What they’re seeing is remarkable:
- Advisors saving 500–600 hours per year each by automating meeting workflows
- Client reviews being scheduled, confirmed, and prepped on autopilot
- Rich pre-meeting briefs that pull in emails, statements, notes, and documents so you walk into every meeting fully prepared
- Post-meeting summaries and follow-up emails auto-drafted in your Outlook drafts folder 30 seconds after the meeting ends
We also talk about:
- Why AI is not going to replace advisors—but advisors who use AI will outperform those who don’t
- The biggest mistakes firms make when they assume “AI will just take care of it”
- How to leverage AI in a compliance-sensitive, privacy-sensitiveenvironment
- Why smaller practices may benefit even more from AI than big firms
If you’ve ever thought, “I’d love to work with more doctors, but I’m already maxed out,” this episode is for you.
Listen to the episode now! Click here.
As you listen, ask yourself:
“What would I do with an extra 500 hours a year—especially if I invested that time in my best clients and my ideal doctor prospects?”
Best,
Dr. Vicki