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

Advisely Board

2 years 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
Advisely Partner
2 years 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
  Advisely Board
  2 years 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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