Bulletproof Your Practice Using Mobile Dictation

By Corey Westphal, President, Mobile Assistant

Financial advisors have an extremely difficult job; provide sound financial advice in an uneasy and tumultuous economic environment while striving to find ways to improve their practice.  Heavy obligations are piled on every day, with what can seem like few practical tools available to relieve some of the pressure. 

Increased client documentation combined with time savings is hard for most advisors to imagine, but mobile dictation accomplishes both.  Adopted as a tool to immediately document information after meeting with a client, mobile dictation is a great step towards bulletproofing a practice.   More detailed meeting notes that are time and date-stamped by a third party, with an original stored on a secure database, make mobile dictation a compliance officer’s dream and an advisor’s easy-to-implement low cost documentation solution.

Implementation of mobile dictation is easy and the results are immediate; added protection for the practice with accurate, detailed notes while saving valuable time previously spent typing notes.

Two important features of mobile dictation as compared to other technology tools available;

1)      Easy implementation – no equipment to buy; use any phone to call a toll free dictation number and verbally dictate your notes;

2)      Cost effectiveness – unlimited dictation for less than a cup of coffee per day.

Mobile dictation services are not all the same.  Advisors should consider these differentiators; 1) Accuracy, 2) Time Restrictions, and 3) Turnaround Time.  A powerful and cost-effective tool, mobile dictation is quickly becoming a technology tool of choice for advisors looking to implement solutions that help bulletproof and increase efficiencies in their practice.

Mobile Assistant is the leading mobile dictation service in the financial and insurance industries.  Specializing in professionally accurate notes, with no job limit restrictions and quick turnaround time, the list of Mobile Assistant clients is growing daily.  We invite you to experience our service first hand with a free trial by visiting www.MobileAssistant.us.