“What I do is I put all of my meeting transcripts into Claude and it's able to synthesize all of that information across all of the different meetings”
♫
Said on Real AI Use Cases Business Owners Roundtable
“What if we at least had an agreed upon framework that we all followed… then we could actually arrive at best practices and get better”
Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
Play from 21:30
21:30
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What was described
Implemented an agreed-upon discovery meeting framework across all advisors in the merged firm
Said nearby on the same subject
“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”
CS
Chris Smith’s firm
Financial Advisor Success ·
“We tell people to expect 30 minutes… the intro call was to prevent the discovery meeting from going sideways.”
MK
Michael Kitsis
Financial Advisor Success ·
“We have AI governance framework... meeting is minuted and recorded and kept for an audit purpose”
SH
Simply Health
The AI in Business Podcast ·
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