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Tamara.Morey
Advisely Partner
Advisely PartnerLet's talk file notes.
Completing file notes is never high on an adviser's 'like-to-do list'. They're a time-consuming task, often taking the better part of an hour each time. BUT - they are a necessary evil.
I'd lov...
Tamara.MoreyAdvisely Partner
Advisely PartnerThanks anne.graham - I completely agree that prompt and focused file notes are key to an efficient outcome. Post meeting, are your handwritten notes then typed into your CRM?
anne.graham
Advisely Index Top 10
Advisely Index Top 10Hi Tamara.Morey - Post-meeting the notes are either typed into the CRM or just scanned and saved, depending on how complex/detailed the meeting was.
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