How do I sign up for your sprint to success please. Thanks so much

Who can finish the sentence?

As this community grows and individuals take the One Pager Training, I'd like the community to share what AI Notetaker they are using and why. In the training, I give the recommendation on what I use. My solution may not be your solution. So what AI Notetaking tools are you using for meetings. Share below. And give specific details like the tool, the cost, how accurate you feel it is and maybe share a tool or two you used that did not work for you. Bonus: If you want more details on AI also, look for the 1.Collective Podcast Conversation with Matt Halloran. We will be due to update that conversation in the third quarter. If you could as a Chief Evangelist of one of the largest Financial Pro AI softwares a question, what would it be?

I was on Sales Coaching Call and talked about the power of the The One Pager between meetings. I will post a training on how to do this within a week. Who wants that!

For the dozen financial pros who have taken the Personal Financial Planning Course through SKOOL or ODU, here is the bonus takeaway handout you get as part of the bonus class. For members of the 1.oak Collective who have not taken the Personal Financial Planning Course, you can purchase it in the Classroom. Starting July 1, the course price went up to $399 as a one time charge for live course. But we are going to reduce it to $219 for the June recordings in SKOOL. If you complete the course by July 31, I'll also give you the bonus session recording that goes with this handout. If you were part of the bonus session for the June PFP Course, comment below on the impact you think that bonus section will have on your business in the Q3.