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212: The Meeting Notes Hack That Will Change Your Life
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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
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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
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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!
Chapters
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)
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