Thu. Jul 29th, 2021

Financial Planner

Tips, tricks and guidline for financial planner

Taking notes at a business meeting

business meeting

Take notes properly in a business meeting can keep you organized and can save a lot of work and headaches in the future. Follow the steps to take notes successfully.


Obtain the agenda and notes from the last meeting and all documents that will be discussed at the current meeting. Consider using a tape recorder to ensure accuracy.

business meeting

Record the date, time and place of the meeting.

  1. Write topics in the order in which they are examined. If point eight commented before point, two hold the item number but enter the number eight in the second place.

  1. Record the proposals made and the names of the people who have done them.
  2. Record whether proposals are approved or rejected how to vote and whether the vote is unanimous.
  3. Write down the names of attendees who approve, oppose, and refrain from each proposal in small meetings.
  4. Focus your attention on writing down the measures taken by the group. Avoid writing the details of each discussion.
  5. Transcribe the notes shortly after the meeting when the event is still fresh in memory.
  6. Consider attaching resolutions, reports or other supplementary materials as an appendix to the notes.
  7. Put the notes in a logbook organized chronologically.

How to make your career goals a reality

You cannot always change the circumstances that keep you from taking the path you want in life. However, you can be as prepared and as determined as circumstances allow achieving your goals. Persistence is necessary to meet your goals. Be creative in their methods to find the career you want and find the motivation to achieve their career goals. Your career should be one of your priorities.

Professional objective

Talk to people who have information on the appropriate education route, internships, and mentors. Talk to teachers or make an appointment with a professional in the field to learn more about how to reach your career goals. Focus on knowing exactly what you want from your career.

Look for ways to make the job of your dreams every day. The commitment is necessary to find a job that leads to your professional goals. Add job search time to your daily calendar. Look for ways to gain experience by working as a volunteer or intern demonstrating your passion for the type of work you want, meeting new people, and entering new relationships.

You may need to make short-term financial sacrifices to do one of these types of work, but getting to the right people and getting experience will help you get the job you want. Be aware of your industry knowledge. Read specialized magazines enroll in a continuing education course, join a professional association and talk to people in the same professional field.