Meeting Notes Score

Are your meeting notes actually working for you after the call ends?

22.1 hours per week on admin and back-office tasks.
Independent Financial Partners. Out of a 53.3-hour workweek.

Six questions. See exactly where your note process stands relative to the top tier — and what to do about it.

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Rate your note process

Answer from memory. No lookups. No math required.

0 of 6
Question 1 of 6
out of 100
Where you stand
Top-tier advisors
min avg. to capture & file notes
Your tier estimate
min avg. to capture & file notes
What to do next
What the top tier does
SmartAdvisorX Meeting Notes Score

Meeting notes captured and filed automatically after every meeting.

It records, structures, and syncs notes to your CRM the same day. Action items separated by owner. No manual entry. No reconstruction.

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