so you have a meeting coming up with a client – amazing! it will help you understand the task at hand before the next meeting, as well as provide you with the necessary documentation for the meeting minutes when you need to review the meeting details. it doesn’t have to take long but it will ensure that you will perform at your best when meeting with your client and other team members. create a meeting outline, or meeting agenda, that includes these important points for your next meeting: we would also recommend you take the time to prepare any questions you might have ahead of time and include these in all your meeting notes. just remember to record information, keeping the sentences short and to the point, so you can write up the meeting minutes later from your own notes.
taking meeting notes ensures you and your client know what needs to be done after the meeting has concluded. be sure to write down all actionable key information from the meeting, including decisions, recommendations and follow-ups. record all the necessary discussion points from your meeting time, including the key details, key ideas, key insights, tasks and deadlines or due dates, and a follow-up schedule so that it is clear. always be sure to record what is due and expected of you as a team member. the key takeaways here are taking meeting notes and recording all the relevant information is a vital skill when freelancing to remember the important details. it pays to be organized at all times when freelancing, especially when having a formal or informal meeting with a client or team members.
in this guest post, michael lecours – co-founder of fppathfinder (which creates flowchart and checklist resources specifically for financial advisors), and a financial advisor with ohanesian/lecours – explores the importance of good note-taking and offers tools and suggestions that advisors can use to help them take better notes during (and after) client meetings. fppathfinder makes checklists and flowcharts to help advisors be more diligent in the planning process for their clients. the problem of keeping up is compounded by the fact that most advisors are expected to lead the meeting, take notes, and ask questions. taking notes while meeting with a client is not always convenient, as clients will often expect their advisor’s full attention, and stopping to record notes during a meeting can disrupt the flow of the discussion. practically speaking, this guideline is just that – a guideline – and will be subject to variation based on the nature of the meeting.
which means in practice, handwritten notes may still be the preferred method for advisors to use during a meeting, not for the sake of learning and processing the information but simply for the interpersonal dynamics of note-taking during a client conversation. one of the clear benefits of this approach (at least compared to the previous two frameworks) is how it can easily be adapted and incorporated into a crm. this allows plenty of space reserved for each topic, and can be adapted for advisors to accommodate the inevitable topic-jumping that happens in client meetings (as it would simply mean switching columns as the new points continue to be added to the bottom of each). there are a lot of tools that can assist with improving the note-taking process for financial advisors. the integration of tech tools can potentially make it easier for advisors to integrate notes into their crm systems, and will allow help advisors to address issues in a systematic and repeatable way.
good notes documenting client meetings are important for several reasons. most obviously, notes meeting notes should highlight the key issues discussed, decisions that were made, and any action items from the meeting. in more informal settings, meeting 5 steps to better note taking during your client meetings 1. set your priorities ahead of time 2. divide your page into columns 3. implement, meeting note taking software, meeting note taking software, client meeting notes template, meeting notes examples, simple meeting notes template.
meeting notes vs. meeting minutes 1. agenda threads 2. action items 3. team ideas 4. key questions 5. main decisions start taking notes a summary letter is a brief document that recaps the meeting and asks your client to confirm you’re both on the same page. sounds too time during the meeting whether in person or virtual, be open about taking notes, but do it discreetly. let the client know you’ll be taking notes on the call, but, free meeting notes template, best way to take meeting notes electronically, meeting notes app, note taker in meetings, meeting notes google, meeting notes vs minutes, quadrant note-taking, meeting notes template with action items, note-taking for business meetings, how to take meeting notes in teams.
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