ABOUT THIS EPISODE
In Episode 202 of the Model FA Podcast, David DeCelle sits down with Arnulf Hsu, CEO & Founder of GReminders, to break down what "end-to-end meeting management" actually looks like for financial advisors—from automated scheduling and reminders, to pre-meeting briefs, AI note-taking, workflows, and post-meeting follow-ups. Arnulf shares his journey as a serial SaaS entrepreneur and explains why wealth management became the ideal vertical for automation—especially as "note takers" became table stakes. You'll also hear what advisors struggle with most (change management + compliance), why deep native integrations matter, and where AI meeting tech is going next (document intelligence, KPI insights, and profitability analytics).
What You'll Learn 00:00 – Intro + guest welcome (Street Cred connection) 02:05 – Arnulf's background: enterprise SaaS exits + why wealth tech 06:40 – Why wealth management is "ripe" for innovation 09:10 – Why GReminders picked wealth as a vertical (focus + integrations) 13:10 – What GReminders does: end-to-end meeting management 18:40 – Automated scheduling + team meetings (ops time-saver) 23:10 – Pre-meeting briefs + pulling context across systems 28:10 – AI note-taker + action items + draft follow-up emails 33:40 – Adoption: change management + why back-office AI wins 39:10 – Compliance, security, and archiving/journaling expectations 44:05 – Roadmap: document intelligence + more native integrations 49:10 – KPI/profitability analytics + coaching advisors to improve 55:20 – Final takeaways + where to learn more If review season scheduling is crushing your team, or your meeting prep and follow-up are inconsistent, this episode is a blueprint for how advisors are gaining back months of capacity. Connect with Arnuff:
Website: https://www.greminders.com/ LinkedIn: https://www.linkedin.com/in/arnulfhsu/
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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Our Team: President of Model FA, David DeCelle
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