Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners212: The Meeting Notes Hack That Will Change Your LifeOverwhelmed 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-takingTask assignmentsFollow-up emailsAND SO MUCH...2024-08-0655 min