An AI Tool That Radically Alters Discovery Meetings

Dan SolinAdvisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

I have long opposed the ritualistic practice of taking notes at meetings. It impairs your ability to make an emotional connection. But it’s difficult for advisors to abandon this practice.

There are exceptions. When your client conveys vast amounts of information – as is typically the case in a discovery meeting – it’s unrealistic to expect you to retain that information without writing it down.

That’s about to change.

Let’s look at the research that explains why taking notes impairs an advisor’s ability to help clients, and then I will discuss a solution.