Digital Note Taking
Manage episode 349144174 series 2935250
Recorded live in our podcast booth from ConnectED 2022 conference in San Antonio, Texas. Technology Solutions Consultant Eric Baumgardner speaks with Financial Advisor Peter Miles of St. Croix Wealth Management about the value in recording and organizing proper meeting notes. How do you innovate and capture these notes digital? What tools can be used? How do you create workflows and make proper use of templating? Learn this and more, including how to simplify the sometimes messy process of notes.
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