Slideshows
5 Reasons Advisors Must Digitize Meeting Notes

It is a common practice for doctors and attorneys to dictate their notes following an appointment, thus creating a digital record for future reference. Financial advisors should be doing the same thing. There are numerous benefits to using a service like Mobile Assistant (www.mobileassistant.us) or CopyTalk (www.copytalk.com) to transcribe notes from your meetings with clients and prospects. Here are 5 vital ones.

Source: Robert Sofia, co-founder and COO, Platinum Advisor Strategies

For the text-version of this slideshow, click here

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Comments (4)
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Posted by jtllopsg k | Sunday, April 06 2014 at 12:31AM ET
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Posted by jtllopsg k | Monday, April 07 2014 at 3:44AM ET
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Posted by jtllopsg k | Monday, April 07 2014 at 8:41AM ET
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Posted by jtllopsg k | Tuesday, April 08 2014 at 9:47PM ET
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