Do Business. Do Life. — The Financial Advisor Podcast — DBDL

015: Corey Westphal - Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data

Jun 7, 2023

01:30:17

We’ve all heard it before: “There just aren’t enough hours in the day.”

For advisors looking to run or scale a successful practice, efficiency is crucial — and time is king. Luckily, modern technology gives advisors easier access than ever to time-saving tools. But how should that technology be implemented?

To answer that question, I’m sitting down with my longtime friend Corey Westphal, the founder and CEO of Mobile Assistant, a dictation service that helps advisors document meeting notes and information quickly, easily and safely.

On average, people speak about 7 times faster than they talk. By dictating notes from seminars and meetings, advisors can save themselves hours each week. And while dictation software has been around for some time, Corey shares some modern advancements that have supercharged the technology.

Corey and I also spend some time diving into how templates — both in technology and business — can help scale your practice. You’ll also hear us chat about ways to build a top-tier company culture, how to avoid critical mistakes when scaling, and how resilience is an unshakeable route to success.

3 of the biggest insights from Corey Westphal …

Customer data is quickly becoming a goldmine asset for financial advisors. Advisors who adopt enhanced technology can create opportunities for more targeted financial advice and better client experiences.

Actionable advice for building a culture that attracts world-class talent to your team — and strategies for leading and developing that talent once it’s on board.

Growing pains are inevitable for advisors who scale their practice. Learn how to balance growing your team and increasing your AUM without compromising the client experience.

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

While Triad may promote the services of Mobile Assistant, we cannot guarantee the quality or accuracy of their services.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.