In this episode of The Rare Advisor, host Aaron Grady sits down with Dan Garrett, co-founder of Advisor Digital, to explore how financial advisors can automate and streamline their surge meeting schedules using GReminders. If you’ve ever felt bogged down by client scheduling or wished for a more efficient way to batch meetings, this conversation is packed with practical insights. Learn how GReminders integrates with your CRM, sends automated reminders, supports compliance, and frees up your calendar for what matters most. Whether you're a solo advisor or running a growing team, this episode will show you how to reclaim time, boost professionalism, and simplify your tech stack with smarter scheduling.

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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

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