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12min chapter
212: The Meeting Notes Hack That Will Change Your Life
The Efficient Advisor: Tactical Business Advice for Financial Planners
Embracing Technology in Financial Advisory
This chapter explores the hesitations financial advisors face when introducing technology, particularly AI tools, to older clients. It discusses the benefits of adapting meeting notes to reflect actual discussions, the integration of note-taking tools with CRM systems, and the specific needs of Canadian financial advisors. The chapter also highlights the potential of a coaching portal for continuous improvement and the evolution of note-taking practices to enhance productivity.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode