video1.0<iframe src="https://www.loom.com/embed/5c04c83016724fe5b4af9c1887900cd1" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5c04c83016724fe5b4af9c1887900cd1-162dab3e35416e7f.gif540.375In this video, I walk you through the Malu product, highlighting how advisors can easily sign up and connect their calendars to streamline client meetings. I demonstrate the recording features, including how to generate transcripts and meeting summaries using customizable templates. It's crucial for you to explore these features and consider how they can enhance your workflow. Please take a moment to review the templates and think about how they can be applied in your practice.