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

The New Manager Playbook with Lia Garvin
The old rules of management are broken. Get the new playbook for today's workplace.

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Learn more about our sponsor Beemo Automation HERE!

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Connect with Libby on LinkedIn HERE!

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!