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

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel 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.

212: The Meeting Notes Hack That Will Change Your Life

The Efficient Advisor: Tactical Business Advice for Financial Planners