If you haven't yet settled on an AI meeting note taker, check out https://www.meetthyme.com/ They're early in their product development, but I've spoken with both founders and they're eager to build to advisors' needs and use cases, and they welcome input and feedback. I'm in the onboarding process myself. They're about half the cost of many similar solutions... they price at $49/mo for unlimited meetings. I liked both the founders and what they're working to build...

Hey All!! Does anyone have a branding expert that they love? And website designer they love? Would love any and all recommendations! Thank you!

Does anyone know a way to have the contact info under “Related To” in WealthBox automatically update when a meeting is scheduled through Calendly other than manually entering? Can you build a Zap to get this done?