What Gets Lost When You're Thinking About the Last Meeting During This One

Attention residue from unfinished documentation follows you into your next client meeting. The fix is not discipline. It is a system that closes the loop.

Sandy
8 min read
What Gets Lost When You're Thinking About the Last Meeting During This One

TL;DR

Sophie Leroy's research on attention residue shows that unfinished tasks don't stay behind when you switch contexts. They follow you, fragmenting the executive function you need most in client conversations. For financial advisors, the unfinished task is almost always documentation. That cognitive burden is not intrinsic to the work. It is extraneous load created by how documentation is structured, and extraneous load is removable by design. When documentation completes itself minutes after a meeting ends, the transition into the next meeting becomes what it should be: clean, conscious, and complete.
Sandy

Sandy

Founder, Northern Catalyst

Building tools for Canadian financial advisors

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