Replication of an accurate, structured process for meeting notes. Well said Corey Westphal, CEO at Mobile Assistant 🐘!

Happy Independence Day to the financial advisor industry we love! 🐘🐘🐘🐘

Don't miss this free webinar tomorrow - our CEO, Corey Westphal, CEO at Mobile Assistant 🐘 & the awesome Torie Happe from Holistiplan will demo you how we've teamed up to make delivery of tax meeting follow up efficient, accurate & easy! Register for our June 10, 1pmCST webinar: us02web.zoom.us/webinar/regist…

Today is the day for our Holistiplan - Mobile Assistant 💬🐘 webinar! Join us at 1pmCST for a demo of our solution for capturing tax planning data you can actually implement in your practice today! Torie Happe & Corey Westphal, CEO at Mobile Assistant 🐘 look forward to seeing you! us02web.zoom.us/webinar/regist…

A big takeaway from our webinar w/ Holistiplan = absolute necessity for "Good Data In" when it comes to all tech #advisors utilize. Why does that matter? 1. Accuracy ✅ 2. Efficiency ⚡ 3. Clarity for Client 🌞 4. Decision-making 💡 Replay is live: youtu.be/mug1AHInpMY?si…

What a month it's been. Our July newsletter dropped today & we have so much to share. Early bird registration included for our next Partner Webinar, and boy is it a good one (hint, Richard Orion, aka Ricky Redtail may play a role). 🚀 mobileassistant.us/june-2024-what…

Streamline your F450 Documentation with Mobile Assistant for LPL Financial advisors! TalkIt+ built-in F450 dictation template simplifies annual reviews. Special thanks to Victor Orozco, CFP®, CSRIC®, Marci Bair, CFP® at BairFinancialPlan & Todd Marquardt for sharing their process! mobileassistant.us/lpl-annual-cli…

The Elephant will be there! Proud sponsor of the Redtail Technology RTU nationwide 2024 tour! TalkIt+ don't type it!

A big thank you to Shaun Kapusinski (HIFON) for having me present to the HIFON group today. For those that don't know, Shaun's mission is to organize the RIA Ops community to discuss what's working for #advisors. Mobile Assistant 💬🐘 proud to be a solution for meeting notes HIFON trusts!

Join Corey Westphal, CEO at Mobile Assistant 🐘 & Rick Williamson as they discuss the GOAT of all integrations... Mobile Assistant 💬🐘 + Redtail Technology! 🚀Why Good Data IN matters... 🔥How the replication of process impacts client engagement... Aug 27th, 1pmCST... Register here: lnkd.in/dRS7864w

Accuracy of client engagement data isn't just nice to have, it's essential for the success of AI tools. Our CEO's recent article lays out the role Mobile Assistant 💬🐘 plays in this emerging AI tech landscape... mobileassistant.us/the-importance…

OG of integrations webinar Aug 27th! The blue elephant & big red dog (Redtail Technology) = the most powerful dictation-CRM integration on the planet! Rick Williamson & Corey Westphal, CEO at Mobile Assistant 🐘 talk integration, client exper & emerging AI. Get your popcorn ready! Register us02web.zoom.us/webinar/regist…

Guest appearance at the Redtail Technology Orion WealthTech AlignU in Philly, Natalie Wolfsen. Great to hear her vision of community building & client first technology innovation. Corey Westphal, CEO at Mobile Assistant 🐘 presents today on the most powerful dictation/CRM integration in #fintech. Rick Williamson

What better time to talk about our Redtail Technology partner webinar than in sunny Philly! Check it out and join Rick Williamson & I on Tuesday 8/7! Register before it's filled! us02web.zoom.us/webinar/regist…

Join Rick Williamson & our CEO, Corey Westphal, CEO at Mobile Assistant 🐘 as they team up to discuss how #advisors can implement practical, replicable processes to boost client engagement. Tomorrow, Aug 27th at 1pm CST it's on! Grab your seat: lnkd.in/gRwe-gC8 Redtail Technology Orion WealthTech

This partner series webinar with Rick Williamson was 🔥🔥! Corey Westphal, CEO at Mobile Assistant 🐘 & Rick covered replication of process, data integrity, client engagement & even AI. Special shout out Brian McLaughlin for building an integration focused CRM solution! youtu.be/wDXkaj0R5i0 Redtail Technology

With the news of my friend stepping away from an amazing company, Redtail Technology, he started literally in his garage, a photo tribute to the #fintechOG, my friend Brian Brian McLaughlin. Well deserved time to relax with the family!

The fintech# version of the dream team, Rick Williamson w/ Redtail Technology & Corey Westphal, CEO at Mobile Assistant 🐘 presenting on tech, process & integration today at the CFG event in Iowa. Let's goooooo! Osaic Orion WealthTech