"I heard about software that can go through meeting notes and pull out the most relevant info."

Question from a subscriber: "Should I use Artificial Intelligence applications for client meeting follow ups? I heard about software that can go through meeting notes and pull out the most relevant info."

There is no clearer way I can express myself: HECK NO.

There is no robot that can listen as well as a human.

Your clients are paying you a ton of money, in fact, you are probably their biggest household expense outside of their mortgage. Something as vital as hearing what they said to you in a meeting should not be "scaled."

I would hesitate to curtail the amount of attention you pay to your clients and in fact I would aim increase it.

But...if you insist on using AI, here is what I would do.

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Take these actions TODAY:

• Ask your compliance officer if there are restrictions on using this kind of technology.
• Get recommendations from another advisor you trust about what AI apps work and what does not.
• Use the trial period and test it out before you buy it.
• Review what the AI produces before you send the follow up note to the client.

Yeah?

Yaaaaah.

BOOM - there you go, today's marketing tip for ya!

-Sara G

If you are finding this newsletter valuable, please feel free to support its production by making a?$20 contribution?via this?PayPal?link?or via?Zelle to?[email protected].

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Don't leave me hanging here!

Send me your marketing questions and I will answer them in my Daily!

-Sara

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