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A financial advisor cuts meeting notes from 30 minutes to 5

Jeff Byas lets Jump take notes in each client meeting, write the summary, draft the follow-up and save it to his Redtail CRM.

Easy

Financial advisors

How to do this

What you need

Do this first. Jump Meet plan ($100 per advisor per month)

  1. 1

    A CRM such as Redtail or Salesforce

  2. 2

    Client consent to record, per your firm's compliance rules

Tools that do this

Markdown version

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