On a mission to turn meetings into momentum. Get started for free!
Joined August 2024
- Tweets 175
- Following 23
- Followers 157
- Likes 275
45 Photos and videos
Your next draft is already written. You just haven't ended the meeting yet. π
MeetingOS synthesizes every meeting into a ready-to-go first draft. Instantly. You just edit. π€―
Free for 20 meetings a month. Wildly affordable for unlimited.
Try it here: contio.ai?utm_source=x&utm_mβ¦
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Contio retweeted
Jun 12
He did his job perfectly. That's the problem.
One hour with his clients.
He thought he covered everything.
Performance. Drift. The financial plan.
Three weeks later he found out about the cancer from a mutual friend at a charity event.
The cost of an update meeting isn't bad advice. It's leaving without ever asking what's actually going on.
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Contio retweeted
Jun 13
Itβs even better when youβre well! πππ Feel better soonβ¦
Jun 12
Every time my 2 year old daughter inevitably gets me sick I truly realize the power of @ContioAI.
Daily Brief preps me for my day and connects things across my workspace.
Contio reports to me what happened in the meetings I missed, I can ask questions about what's happened in my workspace. It's actually great.
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"Every minute that goes by in that room that's not productive is a very high opportunity cost."
β@RobertMSterling on M&A meetings
EV Partners walks into every meeting prepped by Contio.
Be as prepared as Robert for free!
(link in reply)
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"It's like having another brain leading me into those meetings, doing it better than I would have done it on my own."
@donnawhite on the Daily Brief.
Get your Daily Brief Today! Link in the comments.
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The advisors with 30-year client relationships don't have better returns.
They have better memory.
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They ask about the kids by name. They bring up the worry the client mentioned once and never raised again. They remember the dog.
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That's not a personality trait. That's a system.
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Try it free! Link in comments.
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Most client conversations end before the follow-through starts.
We're joining @AssetMapLLC on June 11th to show what happens when that changes.
Live webinar. June 11, 2pm ET.
Reserve your spot today! Link in the comments.
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Your AI notetaker just processed your last meeting.
Do you know where that data went?
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Swipe to find out.
Try Contio free at na2.hubs.ly/H061lRJ0
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Contio retweeted
A live look into our pal Derrick Kinney's office every evening as he waits for his Contio Daily Brief... π π π
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Contio retweeted
Jun 5
Daily Brief addiction is real. Like how can you break away from a feature like that once you experience it?
A live look into our pal Derrick Kinney's office every evening as he waits for his Contio Daily Brief... π π π
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The best ideas come from getting in a room with people who've been there before.
That's what Horizon was all about βΒ bringing our partner ecosystem together with CEOs, leaders, and builders that are shaping the future.
No scripts. No slides. Just transparency, candor, and the kind of conversations that move the world forward. π‘
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Contio retweeted
May 27
Had such a blast doing Fintech Impact for the THIRD time with @jasonpereira. He always asks incisive questions and we talked about how a MeetingOS goes beyond the AI notetaker. ππ
Our CEO @AaronKlein just went on Fintech Impact Episode 429 with @jasonpereira!
They talked about why AI notetakers are solving the wrong problem.
Most tools join your call, transcribe everything, send a summary to people who were already there. Then nothing happens.
The real challenge? Turning what gets said into what gets done.
For advisors, the meeting is where you demonstrate value. You can't do that scrambling for context or missing what a client said three months ago.
MeetingOS works in the background. No bot. Just intelligence that helps you walk in prepared and walk out with action items captured.
Live on Spotify, Apple, and everywhere you listen π§
β Link: jasonpereira.ca/all-content-β¦
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Our CEO @AaronKlein just went on Fintech Impact Episode 429 with @jasonpereira!
They talked about why AI notetakers are solving the wrong problem.
Most tools join your call, transcribe everything, send a summary to people who were already there. Then nothing happens.
The real challenge? Turning what gets said into what gets done.
For advisors, the meeting is where you demonstrate value. You can't do that scrambling for context or missing what a client said three months ago.
MeetingOS works in the background. No bot. Just intelligence that helps you walk in prepared and walk out with action items captured.
Live on Spotify, Apple, and everywhere you listen π§
β Link: jasonpereira.ca/all-content-β¦
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"Seven robots join the call and do absolutely nothing." β a prospect, to our founder @AaronKlein
The unpopular take: the AI shouldn't be in the room.
No bot. No recording. Just intelligence.
May 21
A prospect told me: "I've had seven robots join a call and do absolutely nothing."
Seven bots. Zero follow-through.
Unpopular take: the AI shouldn't be in the room.
No bot. No recording. Just intelligence. π€
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Big news for financial advisors! We've teamed up with @AssetMapLLC.
Advisors walk in prepared, visualize the household live, stay present with clients, and walk out with every action item already captured.
No bot. No recording. Just intelligence.
Join @hadamholt @AaronKlein on June 11, 2pm ET π
asset-map.com/integrations/cβ¦
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