Digital Note Taking Osaic Technology podcast

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Konten disediakan oleh Osaic. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Osaic atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Osaic Technology Podcast « »
Digital Note Taking

2y ago 16:57

Bagikan

MP3•Beranda episode

Konten disediakan oleh Osaic. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Osaic atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Recorded live in our podcast booth from ConnectED 2022 conference in San Antonio, Texas. Technology Solutions Consultant Eric Baumgardner speaks with Financial Advisor Peter Miles of St. Croix Wealth Management about the value in recording and organizing proper meeting notes. How do you innovate and capture these notes digital? What tools can be used? How do you create workflows and make proper use of templating? Learn this and more, including how to simplify the sometimes messy process of notes.

… continue reading

78 episode

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Investing #Network #Security

Artwork

Digital Note Taking

Osaic Technology Podcast

published 2y ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Osaic. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Osaic atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Recorded live in our podcast booth from ConnectED 2022 conference in San Antonio, Texas. Technology Solutions Consultant Eric Baumgardner speaks with Financial Advisor Peter Miles of St. Croix Wealth Management about the value in recording and organizing proper meeting notes. How do you innovate and capture these notes digital? What tools can be used? How do you create workflows and make proper use of templating? Learn this and more, including how to simplify the sometimes messy process of notes.

… continue reading

78 episode

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Investing #Network #Security

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