What I learned in my conversation with Arnulf Hsu, CEO of GReminders
If you’ve ever said, “I’d love to work with more doctors, but I’m already stretched thin,” you are not alone.
Every week I speak with financial advisors who tell me the same thing:
- “I’m drowning in admin.”
- “Follow-up falls through the cracks.”
- “I know I should be more proactive… but I simply don’t have the time.”
- “I want to deepen my relationships with my best clients, but the calendar won’t let me.”
And here’s the truth:
If time is your bottleneck, your growth will always be capped.
That’s why my recent conversation with Arnulf Hsu, founder and CEO of GReminders, stopped me in my tracks.
Arnulf isn’t just a technologist. He has worked directly with thousands of financial advisors—from solos to 200-advisor enterprises—to solve one of the biggest practice-management challenges in the industry.
You can learn more about the GReminders platform by clicking here.
The enormous time drain created by scheduling, prepping for, and following up on meetings.
In this conversation, Arnulf shared something extraordinary:
Financial advisors using their platform are saving 500–600 hours per advisor every year.
Not by working harder.
Not by hiring more staff.
Not by sacrificing client service.
But by letting AI quietly automate what is otherwise invisible but relentless administrative drag.
In this blog post, I’m going to break down the key lessons from our conversation—and why this matters so much for advisors who want to work with more doctor clients.
The Hidden Meeting Tax You Don’t Even Realize You’re Paying
Let’s start with something Arnulf and I both see every day:
Advisors dramatically underestimate how many hours “just managing meetings” consumes.
Think about the last client review cycle you ran.
For every meeting, you likely (consciously or unconsciously) handled:
- Scheduling
- Confirmation emails
- Rescheduling
- Pre-meeting prep
- Document gathering
- Agenda creation
- Post-meeting summaries
- Follow-up emails
- Task logging
- Reminder nudging
Now multiply that by:
- Every client review
- Every introduction
- Every prospect meeting
- Every physician event follow-up
- Every team huddle
- Every COI meeting
- Every “quick check-in” that turned into three scheduling emails
Arnulf calls this “the meeting tax.”
I call it a silent killer of advisor productivity.
Most advisors only see the meeting itself on the calendar—not the tsunami of tasks surrounding it.
But AI sees all of it.
And now, AI can handle all of it.
Why AI Will Not Replace Advisors—But Advisors Using AI Will Outsell Everyone Else
Many advisors I talk with are curious, cautious, or even anxious about AI.
But Arnulf said something I hope every advisor takes to heart:
“AI won’t replace advisors. But advisors who embrace AI will absolutely outperform those who don’t.”
Because AI doesn’t replace your wisdom, your judgment, your empathy, your human connection.
AI replaces:
- The repetitive
- The predictable
- The administratively necessary
- The cognitively draining
- The tasks that keep you from your zone of genius
This is especially important for advisors who want to work with doctors.
Doctors are:
- Time-starved
- Over-scheduled
- Emotionally taxed
- Resistant to spending time outside clinical work
- And highly attuned to whether someone respects their time
If you want to attract and keep physician clients, you must run a practice where:
- scheduling is seamless
- prep is impeccable
- follow-up is immediate
- nothing falls through the cracks
AI doesn’t take away your humanity.
It amplifies it—by freeing you to be fully present and fully prepared.
The AI Meeting Workflow That Gives Advisors 500–600 Hours Back per Year
In our interview, Arnulf outlined the workflow that advisors are now putting almost entirely on autopilot.
Let’s break down what that looks like in practice.
1. Scheduling Automation
The system handles:
- appointment invitations
- confirmations
- reminders
- reschedules
- time-zone corrections
- “We still on?” nudges
This alone can save dozens of hours a month.
And because it’s fully customizable, advisors can run everything from annual reviews to onboarding meetings to physician seminars without lifting a finger.
2. AI-Generated Pre-Meeting Briefs
This part blew me away.
Before every client meeting, AI generates a single, elegant, advisor-friendly packet that pulls together:
- relevant emails
- financial documents
- tasks and notes
- account changes
- historical records
- upcoming client milestones
Imagine walking into every meeting fully prepared—without spending even six minutes gathering information.
This is where advisors start saying, “I feel like I have a chief of staff.”
3. Post-Meeting Summaries in 30 Seconds
After a meeting ends, AI creates:
- a clean, accurate meeting summary
- a pre-drafted follow-up email
- task assignments
- CRM updates
- next-steps tracking
All of it sitting in your drafts folder or CRM for you to approve.
This is game-changing for compliance and for client service—especially for doctors, who expect precise documentation and clear follow-through.
Why This Matters Even More for Advisors Working With Physicians
Doctors don’t choose advisors because of a portfolio model.
They choose advisors because:
- you make their life easier
- you reduce their stress
- you protect their time
- you show up prepared
- you follow through consistently
AI helps you do all of that—without adding more to your plate.
If you’re trying to win more physician clients, here’s the reality:
Your operational excellence is part of your marketing.
Effortless scheduling? That’s marketing.
Perfectly prepared meetings? Marketing.
Thoughtful, instant follow-up? Marketing.
No loose ends? Marketing.
Every touchpoint proves you are the safe pair of hands they desperately need.
AI doesn’t replace relationship-building.
It clears the runway for it.
Small Practices May Benefit Even More Than Big Firms
One of the most surprising takeaways from my conversation with Arnulf was this:
Smaller practices often get the biggest upside from AI because they gain the efficiency of a large enterprise—without the overhead.
If you’re a solo advisor or a small team, AI is the equivalent of hiring:
- an admin
- a scheduler
- a data analyst
- a documentation specialist
- and an operations manager
…all for a fraction of the cost.
AI is the great equalizer.
You can now run a practice that looks, feels, and performs like a firm 10 times your size.
The Future of Advising: AI + Human Connection
What I walked away with after interviewing Arnulf is this:
AI is not the future.
It is the present.
And the advisors who adopt it early are going to expand their capacity, deepen client loyalty, and open up space for meaningful growth—especially with high-value segments like physicians.
Because when you remove 500 hours of administrative drag, you create:
- more room for outreach
- more room for relationship-building
- more room for proactive planning
- more room for strategic thinking
- more room to serve your best clients at the highest level
The advisors who thrive in this new era will be those who understand that:
AI is not your competition. It is your invisible partner.
Final Thought
If you want to work with more doctors, you don’t need more hustle.
You need more capacity.
AI gives you that capacity back—not in theory, but in measurable hours that you can reinvest into the clients and prospects you most want to serve.
And if you want a practice that feels lighter, runs smoother, and grows faster, start by automating what weighs you down the most.