Tamara.Morey's avatar
Tamara.Morey
Icon for Advisely Partner rankAdvisely Partner
12 months ago

Let's talk file notes.

Completing file notes is never high on an adviser's 'like-to-do list'.  They're a time-consuming task, often taking the better part of an hour each time.  BUT - they are a necessary evil.   I'd lov...
anne.graham's avatar
anne.graham
Icon for Advisely Board rankAdvisely Board
12 months ago

Ah, the F-word! thanks for bringing this up Tamara.Morey . I have a nice little routine re the file notes - we have a template /agenda and notes (yes, pen to paper) are made during the meetings. They need tidying up of course but I do find the sooner the F-note is done, the less time it takes because it's fresh in my mind. I have pared down the notes and they are more dot point these day. My colleagues have been exploring a transcription option and/or recording and it's a bit test-and-learn at the moment. So, no magic bullet but if I keep the notes focused and to the point, it seems to improve the outcome for me.

  • Tamara.Morey's avatar
    Tamara.Morey
    Icon for Advisely Partner rankAdvisely Partner
    12 months ago

    Thanks anne.graham - I completely agree that prompt and focused file notes are key to an efficient outcome.  Post meeting, are your handwritten notes then typed into your CRM?  

    • anne.graham's avatar
      anne.graham
      Icon for Advisely Board rankAdvisely Board
      11 months ago

      Hi Tamara.Morey - Post-meeting the notes are either typed into the CRM or just scanned and saved, depending on how complex/detailed the meeting was. 

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