An advisor told me he is fighting with his compliance department, which insists that note taking is required under the client-focused reforms (CFRs). The advisor scoured the regulations and found ...

Have you ever felt like your note-taking system is working against you rather than for you? Maybe you’ve spent hours perfecting folder structures, testing out new apps, or diving into productivity ...

I have tried countless note-taking apps. Each promised to be the ‘one,’ only to leave me frustrated. I have constantly migrated my thoughts from one temporary home to another. However, after countless ...

Imagine this: it’s 2025, and your notes aren’t just static lists or scribbled reminders, they’re living, breathing ecosystems. With a single tap, your app connects ideas across projects, suggests ...

How many notes do you have saved on your phone? At a quick glance, I have 743 notes stored in Apple Notes alone. I had more than that in Evernote, and let's not talk about the scattered notebooks ...

A note-taking method where different students are assigned to take and share notes with the rest of the class. Promotes: Class discussion, learning and comprehension, and can provide equitable ...

The author has always had a preference for physical-paper books, and handwritten notes. I rarely use any digital devices like smartphones or tablets in the studio for daily note-taking, even though ...

AI note-taking is today’s topic du jour. The first thing to know about this topic is that you need to experience it for yourself to see why it’s so attractive. (I’ll run a blog soon summarizing how AI ...