Tools & Resources
Practitioner-tested tools I use daily to stay organized, capture insights, and deliver better results for clients.
Pocket is an AI-powered device I carry to every meeting, call, and workshop. It handles real-time transcription, call recording, and AI-generated summaries so I can stay focused on the conversation instead of taking notes.
What sold me on it was the combination of accuracy and convenience. It syncs with my calendar, identifies speakers, highlights the most important moments in a conversation, and gives me exportable transcripts I can share with clients. For someone managing multiple advisory engagements simultaneously, it has become indispensable.
Get Your PocketMeeting Transcription
Real-time transcription of in-person and virtual meetings with speaker identification.
Call Recording
Capture phone calls with automatic transcription and AI-generated summaries.
AI Summaries
Instant action items, key decisions, and follow-ups extracted from every conversation.
Heat Mapping
Identify the most important moments in long meetings so you can jump straight to what matters.
Calendar Integration
Syncs with your calendar to automatically capture and organize meetings by client and project.
Transcript Downloads
Export full transcripts for documentation, compliance, or sharing with your team.
Privacy & Security
Enterprise-grade encryption and privacy controls to keep sensitive client conversations secure.
Mobile & Desktop
Works across devices so you can capture conversations whether you are at your desk or on the go.
How I Use It
Concrete ways Pocket fits into my daily advisory workflow.
Client Meetings
Every client meeting gets transcribed and summarized automatically. I review AI-generated action items after each session instead of relying on handwritten notes.
Presentations & Workshops
When I run AI coaching sessions or strategy workshops, Pocket captures the full conversation so I can share detailed follow-ups with the team afterward.
Staying Organized Across Engagements
With multiple active clients, having searchable transcripts and AI summaries keeps me organized and ensures nothing falls through the cracks between engagements.
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