What Do I Do with My Meeting Notes? [January 4th]


Legal pads and agenda printouts! Legal pads and agenda printouts work great in the moment to navigate you through the tumultuous topics of life and finance. However, they are not practical for collaboration and compliance after the meeting.

As a supplement to an already existing process with written documents, add information electronically to the CRM so information is stored compliantly and collaboratively in a central location.


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