Mar 11, 2021
In episode 343 of Financially Simple, Justin gives a quick explanation of why keeping Meeting Minutes is useful as a Business Owner.
Who said what, when, where, and what happened next - knowing these things from your business meetings is important to keep track of important decisions and growing your business successfully. In this episode, Justin explains how to keep meeting minutes effectively.
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00:46 - How to Keep Effective Meeting Minutes
01:54 - Who is Required to Keep Minutes?
03:05 - What Should be Included in Meeting Minutes?
03:34 - Putting it into Practice
07:04 - Keeping a Record
09:04 - What Do You Do With Your Minutes?
09:47 - Wrap Up
Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.
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