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February 25, 2025

Registered Investment Advisor (RIA) - Complete Guide to Definition, Becoming an RIA, Regulations, Fees, and Industry Trends

A Registered Investment Advisor (RIA) is a fiduciary professional or firm that provides fee-based, client-first financial guidance under strict regulatory standards. This guide covers everything from how to become an RIA, to understanding RIA vs. broker-dealer differences, fees, career outlook, and global RIA regulations, including SEBI in India.
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February 25, 2025

Registered Investment Advisor (RIA) Software: The Ultimate Guide for 2025

Discover the ultimate guide to registered investment advisor software and learn how RIAs can harness technology to streamline operations, ensure compliance, and deliver exceptional client experiences.
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February 21, 2025

How to Use AI to Take Meeting Notes: The Ultimate Guide

AI-powered meeting notes can save you time and improve productivity. This guide covers how to use built-in AI note-taking in Google Meet, Zoom, Microsoft Teams, Slack, and Discord—plus why Scribbl is the best choice for video recording, AI-generated action items, searchable transcripts, and meeting intelligence.
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February 18, 2025

How to Write a Follow-Up Email: The Ultimate Guide (Templates, Examples, & Best Practices for Any Situation)

The ultimate guide to writing a follow up email, with templates, examples, and best practices for any situation.
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February 10, 2025

MeetGeek vs Otter: Which AI Meeting Assistant is Best For Your Needs?

MeetGeek vs Otter: Which AI Meeting Assistant is Best For Your Needs?
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February 10, 2025

Read AI vs Otter AI: Which is the Better Meeting Assistant for Your Organization?

Read AI vs Otter AI: Which is the Better Meeting Assistant for Your Organization?
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February 10, 2025

Otter AI vs Fireflies AI: Is Otter AI Better Than Fireflies or Vice Versa?

Otter AI vs Fireflies AI: Is Otter AI Better Than Fireflies or Vice Versa?
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August 20, 2024

How to record a Google Meet meeting

Are you in a Google Meet meeting right now and can’t record it? Don’t waste time trying to troubleshoot it yourself: in this guide, you’ll learn everything you need to know on how to record Google Meet calls.
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February 1, 2024

How to Mute on Zoom

A step by step guide on how to mute yourself and participants on Zoom.
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January 25, 2024

A Guide on how to master Board Meeting Minutes

Board meetings are important.and should always have meeting minutes which can be automated using an AI Meeting Assistant.
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November 28, 2023

How to Make the Most Out of Your First Client Meeting

The top 10 objectives for a first client meeting and the questions to help you get there.
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November 19, 2023

The Ultimate Guide to Crafting Effective After-Meeting Emails to Clients

Tips on email structure, tone, and best practices, with sample templates for various types of follow-up emails.
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