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212: The Meeting Notes Hack That Will Change Your Life
Manage episode 432806624 series 3460679
Libby Greiwe द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Libby Greiwe या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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
Join the Group Coaching & Mastermind 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!
अध्यायों
1. 212: The Meeting Notes Hack That Will Change Your Life (00:00:00)
2. [Ad] Scale 2 The Top with Dr. Lyman Montgomery (00:10:10)
3. (Cont.) 212: The Meeting Notes Hack That Will Change Your Life (00:10:44)
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