Mobile dictation allows advisors to dictate notes from client meetings on their phone and have them transcribed and emailed back, reducing memory loss. Key benefits include growing your business by capturing more details, reducing compliance risk, and eliminating typing time. Services provide same-day turnaround with US-based transcriptionists at a low cost equal to one cup of coffee per day, without needing additional equipment beyond a phone. Mobile Assistant is one such mobile dictation solution that offers a free trial.

1. SECURE 24/7 MOBILE DICTATION
A TOP ADVISOR SOLUTION aDD Mobile DiCtation to
Add Mobile Dictation To Your Routine Your routine
Client Meeting Detail • Grow your business
Ever return to your office at the • Reduce compliance risk
2/3 of our short
term memory is lost end of the day, take out your • Eliminate time spent typing your notes
one hour after notes from the day’s meetings,
our meetings. and try to document the • Spend more time servicing clients
90% or our client
important details? How much
• Capture more colorful client notes
meeting information information do you remember
is lost after 24 hours. from the first meeting of the day? • Next steps tool
Now imagine returning to your office, and reviewing
the notes which were dictated immediately after each Flexible, inexpensive anD easY
meeting and are waiting for you in your email inbox. to iMpleMent
FLEXIBLE
How Does Mobile DiCtation work? This solution can be used anywhere, anytime.
After a client meeting call from your cell phone; speak INEXPENSIVE
your notes, impressions and next steps; then your typed Equals the cost of one cup of coffee a day.
report will be emailed back to you. Some services will even
archive and make your reports available online. EASY TO IMPLEMENT
No equipment to buy; use your existing phone.
Key features to look for in a mobile dictation service:
• Professional quality reports
• U.S. based transcriptionists “Using mobile dictation has increased the
• Quality assurance department accuracy and effectiveness of my call
reports while freeing up more of my day,
• No job length restriction and is a cannot do without tool.”
• Same day turnaround - Jeffrey, CFP®
• No equipment to buy
• Request Written Information Security Protocol (WISP)
Would you like to begin using a www.MobileAssistant.us
mobile dictation service but don’t for a FREE TRIAL
know who to trust? Mobile Assistant
is a professional dictation solution Contact: Brad Simek
Phone: (608) 320-5436
designed for those who demand
Email: bsimek@ustranscription.com
superior quality. Website: www.MobileAssistant.us
Visit www.MobileAssistant.us for more information.