212: The Meeting Notes Hack That Will Change Your Life

Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵

In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an artificial intelligence tool that will revolutionize your workflow as a financial advisor!

Yoo and Greiwe explore this powerful technology and address how FinMate AI can automate the following while ensuring impeccable security:

• Note-taking
• Task assignments
• Follow-up emails
• AND SO MUCH MORE!

Tune in now to learn all the ways to unlock new levels of productivity and efficiency with AI tools like FinMate AI!

LINKS FROM THIS EPISODE:

Check out FinMate AI Here

Use THIS LINK to get a free trial and save 10%

Register for the Systems to Scale Group Coaching Program Here

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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