Last updated: 12/12/2023
AMG Transcription Specs
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DANA FIELDS |
PROCEDURE |
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DATE |
As dictated. If not mentioned follow date of recording |
|
TIME |
Not applicable |
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ADVISOR NAME |
Place correct spelling of the name (even if it was spelled incorrectly in the recording). |
|
LOCATION |
As dictated. |
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NOTE TEXT |
Clean verbatim
No follow-ups. Do not tick the follow-up checkbox for any follow-ups as it will cause an error when ticked. All captured notes including follow-ups should always be placed on the note text field.
In some instances, a wholesaler dictates multiple FAs in one meeting, just place the names in the first name text field separated by “/” I.e. George Smith/Kevin Paul/Peter North.
For multiple notes, tick the one-on-one box.
For next meetings, just skip a line (or next paragraph) and then continue. Do not click Save and New.
For word/s that cannot be captured, use [unintelligible] in lieu of the word. |
General Format for Subject
Generally, the format for the subject is Hey DAN MM-DD-YY (Name of FA) if there is only one FA in a meeting; however, there are some instances that the body of the subject could change depending on the scenario. Below are some scenarios where the body of the subject may change.
Multiple one-on-ones:
- If there are only two meetings and either both advisors have different or the same firm, we place both of their names as the body of the subject.
Scenario 1:
1st meeting: Eric Anderson from Morgan Stanley
2nd meeting: David Brown from Morgan Stanley
Subject: Hey DAN 02-17-20 (Eric Anderson and David Brown)
Scenario 2:
1st meeting: Jack Crueger from Edward Jones
2nd meeting: Ben Madison from Morgan Stanley
Subject: Hey DAN 02-17-20 (Jack Crueger and Ben Madison)
- If there are at least two or more FAs who have similar firms, we use the common firm name as the body of the subject.
Scenario:
1st meeting: Eric Anderson from Morgan Stanley
2nd meeting: David Brown from Morgan Stanley
3rd meeting: John Paul from Raymond James
Subject: Hey DAN 02-17-20 (Morgan Stanley)
- If all the FAs are in the same firm, we use the common firm name as the body of the subject.
Scenario:
1st meeting: James Smith from Edward Jones
2nd meeting: Edward Seileg from Edward Jones
3rd meeting: Jason Russell from Edward Jones
Subject: Hey DAN 02-17-20 (Edward Jones)
- If all FAs are in the same firm but from different locations, we still use the common firm name as the body of the subject since they are all from the same firm.
Scenario:
1st meeting: Randy Smith of Raymond James from Boca Raton, Florida
2nd meeting: George Paul of Raymond James from Tampa, Florida
3rd meeting: Jonathan Davis of Raymond James from Orlando, Florida
Subject: Hey DAN 02-17-20 (Raymond James)
- If all FAs are from different firms or if there are equal number of FAs from each firm, we change the body of the subject to “Meeting Notes”.
Scenario 1:
1st meeting: Scott Frank of Raymond James
2nd meeting: Melissa Rodriguez of Edward Jones
3rd meeting: Aaron Thames of Merrill Lynch
Subject: Hey DAN 02-17-20 (Meeting Notes)
Scenario 2:
1st meeting: Andrew Shenk of Raymond James
2nd meeting: Scott Summers of Edward Jones
3rd meeting: John Baron of Merrill Lynch
4th meeting: Sam Drake of Merrill Lynch
Subject: Hey DAN 02-17-20 (Meeting Notes)