Marloo
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How many advisers are in your firm?
1-2
3-5
6-10
10+
How many client meetings do you have per week?
1-2
3-5
6-15
15+
How do you currently take meeting notes?
I type my notes
I handwrite my notes
Someone takes notes for me
I use transcription software
I don't take notes
Are you already using AI in your practice?
Yes, we use AI daily
We're exploring tools
We use ChatGPT here and there
Not yet
Which CRM do you use?
Xplan
AdviserLogic
Intelliflo
Salesforce
Other
None
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