Good morning! Back in June @Kevin Stephison had asked about using "AI Notes" for virtual meetings in this thread. I'm currently considering adding a meeting assistant to help with my Zoom/Teams meetings to record/transcribe/summarize my client meetings. I know @Joe Moss mentioned in the thread above that he's used Grain and Fathom. Curious, Joe... which of these 2 would you recommend and why? In the same thread @Brian Quaranta mentioned Avoma. And @Mark Wellman suggested a couple additional options. Anyone else trialed or using any of these tools and have any thoughts or opinions? Thanks very much 😀

For anyone who uses Wealthbox as your CRM, what type of technology do you use for RSVPs for an event that integrates well with Wealthbox? We currently use FMG and their RSVP process does not work well with Wealthbox so we are curious as to what others are using.

Do any of your offices offer a 15-Minute Introductory call to prospects to vet them? If so, who is doing that call i.e. the advisor, marketing, operations? Can you also share the questions that are asked on that call? TIA

I made a list of updated list of tools shaping modern advisory practices in 2025: 🤝 CRM (Customer Relationship Management) - Redtail (redtailtechnology.com) - Wealthbox (wealthbox.com) - Spaces (spacesos.com) - Salesforce Financial Services Cloud (salesforce.com) ⏱️ Time Savers / Administrative - Zocks AI (zocks.ai) - Jump AI (jump.ai) - Precise FP (precisefp.com) - DocuSign (docusign.com) - Thyme (thyme.is) 📊 Fund & Manager Research - Morningstar Advisor Workstation (morningstar.com) - YCharts (ycharts.com) 🧠 Proposals & Portfolio Analysis - Nitrogen (nitrogenwealth.com) - Orion Advisor Tech (orion.com) 📈 Financial Planning - Holistiplan (holistiplan.com) - eMoney (emoneyadvisor.com) - RightCapital (rightcapital.com) - Advicent (advicent.com) - MoneyGuidePro (moneyguidepro.com) - Asset-Map (asset-map.com) 💼 Custodians & Investment Platforms - Fidelity (fidelity.com) - Charles Schwab (schwab.com) - Betterment (betterment.com) - Altruist (altruist.com) - Advyzon (advyzon.com) - Black Diamond Wealth Platform (advent.com) 📞 Client Communication & Engagement - Finny (getfinny.com) - RingCentral (ringcentral.com) - Hootsuite (hootsuite.com) - Clinked (clinked.com) 🔍 Prospecting & Lead Intelligence

I was glad to find this on Simplicity Ops site today, I had forgotten whether it was something Redtail provided or an outside source. I just had one question, what is the difference between meeting preference and meeting type. Thanks for anyone's help.