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Keep track of all your meeting notes with tags
Individually tagging each of your meeting notes, means no more looking for a needle in a haystack.
Example: You need to remember to discuss education funding for next meeting.
Just tag the meeting note
In seconds, pull up specific notes with "next meeting" tag
Imagine always being on top of your meetings with clients and prospects.
By customizing tags for your practice, it will keep you, the financial advisor, and your entire team focused on what needs to be discussed - without skipping a beat.
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