Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you're really listening and paying attention to them.
But, too often, advisors forget to type their notes after meetings. And the details that would’ve won the prospect or elevated the client experience vanish into thin air.
Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a premier dictation service company that uses live transcription to preserve your every word. They discuss the numerous benefits that proper documentation offers advisors –– from a client interaction perspective, task perspective, and compliance perspective!
In this episode, you will learn:
- How documentation can help you provide more value to clients
- How Copytalk uses a combination of human touch and world-class technology to set them apart from mainstream speech-to-text software
- How Copytalk is engineered to meet the financial-service industry’s rigorous standards of accuracy, privacy, and efficiency
- Maree’s advice to advisors on how to market effectively in today’s COVID-19 world
- And more!
Tune in now to discover how a real-time transcription service like Copytalk can help you operate more effectively, save time, and wow your clients!
Top Advisor Marketing | Matt Halloran on LinkedIn | Maree Moscati on LinkedIn | Maree Moscati on Twitter | Copytalk: (866) 267- 9825
Brought to you by: iris.xyz
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