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212: The Meeting Notes Hack That Will Change Your Life
Manage episode 432806624 series 3460679
תוכן מסופק על ידי Libby Greiwe. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Libby Greiwe או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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
The Feminine Advantage: An Empowering Series for Women Consultants
Six must-listen episodes that tackle key challenges for women entrepreneurs.
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
פרקים
1. 212: The Meeting Notes Hack That Will Change Your Life (00:00:00)
2. [Ad] The Feminine Advantage: An Empowering Series for Women Consultants (00:10:10)
3. (Cont.) 212: The Meeting Notes Hack That Will Change Your Life (00:10:58)
221 פרקים
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