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3min chapter
212: The Meeting Notes Hack That Will Change Your Life
The Efficient Advisor: Tactical Business Advice for Financial Planners
Best Practices for Recording Client Meetings
This chapter explores practical strategies for financial advisors on how to record both in-person and virtual client meetings using the FinMate application. It emphasizes the importance of transparency with clients and outlines best practices for various recording methods to enhance trust and engagement.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode