Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
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Encourage advisors to take handwritten notes during discovery
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
“I would encourage you to set a reminder on your phone… open a notes app… jot down some of those accomplishments”
“We give them note-taking tools and make it clear… explore, take notes, figure out… we want to find good results”
“People do not get invited back to elite circles because they take great notes. They get invited back because they take the advice on Friday and generate $100,000 with it by Monday.”
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