Jan 29 • AI & Tech 🤖
Tool which analyses your meetings for missed referral opportunities
I have a tool which will look at anonymised client meeting transcripts and point out opportunities that have been missed to ask for a referral or introduction - including wording, priority, what you missed and what to say.
I have five to give away for you to test - let me know if you would like one.
0
5 comments
Tool which analyses your meetings for missed referral opportunities
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business
Powered by