#167: What about AI Notetakers?

Josh and Emily discuss AI Notetakers! What concerns should we have, what features should we look for, and what can they do to help? Top takeaways: When you’re handling people’s sensitive data, don’t use anything free because their information may be used for various purposes (training their model, etc.) A company that has booths at industry conferences and/or partnerships with other large companies is a green flag. Look for SOC-III-compliant software. Many features are very person-specific–look for something that integrates with your tech stack. Investing in scheduling software, paid video software, and a CRM are probably more important than AI notetaking software. FinMate, Jump, and Zocks are all financial-services-specific notetakers (more tailored features but also more expensive). Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity  Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series  Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch  Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow