From time-to-time we like to highlight resources that we believe may truly be of value to financial advisors. We’ve all used transcription services before, and most of them are garbage. Our guest today, Corey Westphal of Mobile Assistant, claims to not only have a solution for this, but several others for advisors:
- What is Mobile Assistant?
- How are they improving workflows for Advisors?
- Where do they help Advisors in the evolving regulatory landscape?
- How do they handle data security?