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?

We hope you enjoy and follow us on this journey!
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Show Notes:

Corey Westphal on LinkedIn
Mobile Assistant



Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.