Why Financial Advisors Need Digital Documentation

I've been learning more about mobile dictation - both the benefits and the risks.

This article published November 13, 2013, by Financial-Planning.com "Why Advisors Need Digital Documentation" focuses mostly on the benefits ... but there are also risks.

If you missed the webinar I hosted earlier this week in partnership with Dr. David Lawrence, founder of The Efficient Practice, you might be interested in accessing the following:

Mobile Dictation Risks - Webinar recording
http://tinyurl.com/mobiledictationriskshttp://tinyurl.com/mobiledictationrisks

Mobile Dictation Risks - Slides as PDF
http://www.4shared.com/office/hY4Xyu1i/Mobile_Dictation_Services_Webi.html

Mobile Dictation Risks - Research Paper written by Dr. Lawrence
http://download.copytalk.com/technicalbrief/dl_whitepaper.pdf

Interesting analysis from "the efficiency doctor".

See also these posts with comments from industry thought leaders JoAnn Day of Trumpet, Inc. (a workflow expert) and also Ron Carson of Peak Advisor Alliance (a Barron's top advisor and advisor coach):

Day's comments in Journal of Financial Planning article - Your fairy godmother is here to grand you 3 productivity wishes: http://ow.ly/qT5iC

Read Carson related post: http://ow.ly/qT55q
Listen to audio w/ Ron Carson at live event: http://ow.ly/qT55r

Finally, here's another interesting / related post on the T3 Enterprise Conference blog: http://blog.financelogix.com/conference/?p=62

Free Webinar Nov 14th on Mobile Dictation Services: Is Your Firm at Risk?

If you missed the October webinar, here's your second chance to learn about mobile dictation services.

Is your firm at risk?

Join me for this informative webinar on November 14th!

Please register for Mobile Dictation Services: Choices & Challenges w/ Dr. David Lawrence on Nov 14, 2013 12:00 PM CST at:

https://attendee.gotowebinar.com/register/892999508624286978

Most advisors don't know or even think about the risks that using mobile dictation services pose! Join Dr. David Lawrence as he shares what he learned researching the security issues for his latest white paper on Mobile Dictation Services: Choices & Challenges.

He will be joined by Maree Moscati and Baird Juckett of Copytalk, LLC, and Marie Swift of Impact Communications to talk about this important topic.

Dr. David Lawrence is a nationally recognized expert on operational efficiency for the financial services profession. With many years of experience in integrating technological systems with management needs, he offers a unique perspective on the use of technology as a leadership tool. He has been frequently quoted by such national publications as Barron's, Financial Planning Interactive, USA Today, and The Wall Street Journal Online among others. He has written articles for Practice Lifecycle, the Investment Management Consultants Association (IMCA) Monitor, The Virtual Office Newsletter and Turning Point Inc. Newsletter. He has also made frequent appearances on NBC and FOX television affiliates. He is a sought after public speaker on a variety of leadership, financial and technical topics. Dr. Lawrence is also a monthly columnist and contributing editor for Financial Advisor Magazine (www.fa-mag.com).

Join us for a discussion of his recent research into efficient and secure mobile dictation solutions, including how to:

- Increase productivity, efficiency and profitability
- Reduce operating expenses
- Ensure regulatory compliance
- Reduce risk

Only 100 seats available. 

Register now for the November 14th presentation: 

https://attendee.gotowebinar.com/register/892999508624286978

After registering, you will receive a confirmation email containing information about joining the webinar.

-- ATTENDEES WILL RECEIVE A COPY OF THE WHITE PAPER SHOWN BELOW --

Is Your Mobile Dictation Service Compromising Regulatory Compliance?

Protecting Your Firm:

Webinar on Mobile Dictation Services

Join Marie Swift of Impact Communications, Maree Moscati and Baird Juckett of Copytalk, LLC, and Dr. David Lawrence of Efficient Practice for a discussion related to his recent research paper on efficient and secure mobile dictation solutions, including how to:

·      Increase productivity, efficiency and profitability

·      Reduce operating expenses

·      Ensure regulatory compliance

·      Reduce risk

WHAT:                        Mobile Dictation Services:  Choices and Challenges

WHEN:                       Thursday, November 14, 2013, 1pm ET / 10am PT

TO REGISTER:        https://attendee.gotowebinar.com/register/892999508624286978

About Copytalk, LLC

Copytalk, LLC, based in Sarasota, Florida, provides industry-leading, secure transcription to financial services professionals. Since 2001, the firm has served tens of thousands of clients across a broad range of institutions. For client-focused financial professionals, Copytalk is able to securely deliver transcribed notes or enter them directly into their CRM systems.  Copytalk is unique in that all work is transcribed in US-based, secured, monitored facilities, rather than in home-based or overseas environments like most other transcription services. For more information, visit www.copytalk.com.

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Grab Your Running Shoes and Catch Up with Marie Swift - Fall 2013 Schedule Here