UncommonCents Episode #109 - Meeting Intelligence Coach Your Adviser using Recordings & Transcripts

Craig and Dean Holmes discuss how “meeting intelligence” from recorded advice meetings and transcripts is becoming a competitive advantage for financial advice firms by enabling better coaching, consistency, and client experiences. Highlights: 00:39 What Meeting Intelligence Is 02:36 How Advisers Learned Before 04:08 Remote Work Changed Learning 05:47 Rewatch For Client Experience 06:48 Setup Screen Share Tips 09:41 AI Snippets For Coaching 11:36 Coaching Cadence That Works 14:36 Time And Practice Mindset 🔔 We coach and invest in financial planning businesses in Australia. Keep learning, keep evolving. Don’t forget to like, subscribe, and hit the bell for more financial conversations. #UncommonCents #FinancialAdviceAustralia #BusinessCoachAustralia #TheWealthNetwork