Three Awesome Audio Interviews with Industry Innovators

These three subject matter experts were kind enough to spend some time educating me on where they see challenges and opportunities within the financial services profession. You'll see a common thread running through each of these ten-minute audios: New and innovative technology is playing a major role in helping advisors (a) solve problems for their clients and (b) thrive as business professionals.

Stop what you're doing now and listen to one or more of these audio clips. You'll be glad you did.

Dan Santner on creating a collaborative retirement planning process to win client hearts and minds
Download link  |  Stream online

Daniel Satchkov on using the right technology to compete and win in the robo-age    Download link  |  Stream online

Abby Schneiderman on building better relationships with current and prospective clients   
Download link  |  Stream online

As seen in Financial Planning magazine

December 2015 print edition

Cloud Technology: Blessing or Curse for Financial Advisors?

The rise of cybersecurity attacks, especially involving financial institutions, is cause for growing concern among today’s advisors – for themselves, as well as their clients. How can advisors adjust to the risks and concerns over cybersecurity while still accessing the benefits of cloud technology?

While at Schwab IMPACT in Denver, I sat down with five financial services professionals for a 60-minute roundtable discussion. We discussed cloud technology, including challenges and opportunities for financial advisors. You can access several videos and a white paper transcript by clicking the image below. 

This is a "must read" for financial advisors. 

Click here now.

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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David Drucker on Trends in the Financial Services Industry

David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry. He spoke with me recently about important changes in the industry. Our discussion touches on practice management, the role of broker-dealers and the future of RIAs .

If you are interested in learning more about best practices and the use of technology in a financial advisory business, join me at the fourth annual T3 Technology Tools for Today conference in Dallas, Texas Feb. 26-28, 2009. Learn about the conference here: www.VirtualOfficeNews.com.

David Drucker and Marie Swift on Advisor Trends Listen to podcast now.