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  • Writer's pictureKhash Sarrafi

"Virtual Wealth Management: How TeleMeet is Revolutionizing Retirement Planning"




Stopping Points: Connecticut ➡️ New York ➡️ New Jersey ➡️ Ending in Philadelphia.


Agenda: Catching up with friends and colleagues, discussing TeleMeet's remarkable journey in 2023, and envisioning our roadmap for 2024.


Main Focus: Meetings with top financial advisors and industry veterans in the wealth and retirement sector. The goal? Dedelve into how TeleMeet is revolutionizing their practices and their needs in 2024.


What do we hear from our advisors:

AI-Powered Practice Management: Advisors leverage our tool for enhanced client engagement and efficient follow-ups. It's a one-stop solution integrating CRM, Portfolio Management, Risk Management, and more.

Emotional Intelligence: With TeleMeet, advisors sense their clients' reactions and emotions as if they're face-to-face – ensuring tailored follow-ups and deeper understanding.

Effortless Documentation: Say goodbye to manual note-taking. TeleMeet's transcription feature captures key points, ensuring nothing crucial slips through the cracks.

Secure Client Portal: A gateway to improved post-meeting touchpoints and strategic next steps.


What's Next?

I'm excited to gather insights and feedback to further empower financial advisors. Looking forward to sharing these findings with my LinkedIn network. Stay tuned as we redefine client-advisor connections and add meaningful value to financial planning.



Image By OpenAI... (Yes I am a nerd).

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