Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath
Financial Advisor Success
00:00
How to Make Meeting Notes Happen Well
Office meeting notes is a template we use. We'll write in here in direct tasks to push it to someone in the office often one of the three cfp trainees and sometimes it's a trade out a certain security or add or or put some more in cash or whatever for an impending need. Through these meeting notes we can add detail and push it out to whoever needs to put it in their task to do so.
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