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In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits of Filenote.ai, which uses AI to automatically generate file notes, client summary emails, letters of engagement, client mind maps, and notes for paraplanners, saving advisers significant time and improving client experiences.
Filenote.ai Website: https://www.filenote.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Listen to the best highlights from the podcasts you love and dive into the full episode