I hope you get value out of this blog post.
Financial Advisors, remembering what you need to discuss for your clients at the next meeting can be stressful. Especially if you just store that information in your memory.
As David Allen writes in his Getting Things Done book, the first step is to get the information out of our heads and into a reliable system.
If you think that remembering is fine, just think back to how many mini panic attacks have you had trying to remember things to discuss at the next meeting for a client.
You can rest easy now. Use Pulse360 to get the information in and organize it. Within seconds you can pull that next meeting item or items.
And if you are using Redtail CRM, Wealthbox CRM or Salesforce CRM, the logged notes will automatically be sent there as well. We do not send tags there currently.
Check out this video to see how you can find those next meeting discussion points:
If you are not using Pulse360, consider scheduling your demo to see how you can also have a reliable system to track your next meeting items in your financial advisory practice.