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

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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