Slide 1 of 7
5 Reasons Advisors Must Digitize Meeting Notes
It is a common practice for doctors and attorneys to dictate their notes following an appointment, thus creating a digital record for future reference. Financial advisors should be doing the same thing. There are numerous benefits to using a service like Mobile Assistant (www.mobileassistant.us) or CopyTalk (www.copytalk.com) to transcribe notes from your meetings with clients and prospects. Here are 5 vital ones.

Source: Robert Sofia, co-founder and COO, Platinum Advisor Strategies

For the text-version of this slideshow, click here


next