I ditched Otter.ai for a self-hosted transcription tool, and the privacy alone was worth it ...

These devices can help you stay attentive to whoever you're interviewing, without needing a clunky laptop or experiencing ...

Top advisors are very intentional in how they approach client review meetings because they know that if conducted properly, these meetings can reinforce and deepen relationships, enhance client ...

Jump reports financial advisors are experiencing enhanced client interactions and improved focus during meetings as AI handles note-taking and documentation.

For most of 2024 and 2025, the Client Meeting Support category was one of the fastest growing sections of the Kitces AdvisorTech Map. This was thanks to a plethora of new AI notetaker tools that ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Lars Peterson joined Investopedia in 2023 as a senior editor of financial product reviews with a focus on personal loans, credit cards, mortgages, and other financial products and services. Lars has ...

A Gen Z employee's use of AI for meeting notes surprised her millennial manager. The manager explained that clients value ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...