With such a talented community, why not take the opportunity to learn from one another? Ahead of #XYPNLIVE 2021, we'll be serving up a brand new webinar series, "Inside Experts", hosted by none other than your peers. With a variety of topics, you're bound to walk away with new ideas you can implement within your firm right away.
One of the biggest challenges we face in financial planning is recalling information in a world of overload. Creating a connected, smart library of information saves you hours digging through Evernote, Dropbox, email, and anywhere else you store your thoughts. Marie will start by breaking down the organizational structure of knowledge management for a financial planner, and move on to an overview of how to implement it. She will be using Notion to share her second brain with XYPNers. If you've heard of Tiago Forte, Khe Hy, Marie Poulin, or August Bradley, this session is for you!