Wishing all of you and your families a very Happy Thanksgiving. All of us at Copytalk Mobile Transcription are grateful to those we serve and are blessed to have you as our valued clients!
There is still time to register for our #RegBI webinar. These guidelines will ensure you don't run into SEC regulation issues. Tune in today! bit.ly/3xvZ1xe #compliance #security #transparency
How secure are your third party vendors? We @CopytalkUSA take your privacy and security very seriously - read on: copytalk.com/ct/in-the-news/…
The new SEC #RegBI rules establish industry-wide standards to ensure brokers put the best interests of their clients first. #Wealthmanagers, join @CopytalkMaree & @OysterLLC for a webinar on how to navigate the increased transparency. Register: bit.ly/3xvZ1xe
Join us for our next webinar where CEO @CopytalkMaree will discuss our the benefits of our #mobile dictation guides. This tool will simplify the process of taking notes during client meetings, setting agendas, and #dictation. Register: bit.ly/3xelmiJ #compliance #RegBI
We are committed to providing #CFPs & financial professionals with continuing education content that includes the latest information and industry standards. Register for the next session on June 16! bit.ly/3aHUxvF #financialadvisors #wealthmanagers #continuinged
The one thing that allows us to keep growing and provide the best services for our #clients is to always come back to our mission statement. Here at Copytalk, we hear you, and we believe #success is the synergy of #productivity and #compliance.
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@CopytalkMaree will be a speaker for Connecting With Confidence hosted by @SellingInASkirt.
It’s time to CONNECT WITH CONFIDENCE and hear the stories, strategies and successes that are waiting for you!
Join me on May 19th from 11-1 eastern/10-2 central:
bit.ly/femalelead-summit
Meet Sean Atkinson, an Ocala, Florida native, who has been working for Copytalk since 2015. Sean has been able to provide countless #insights and #support for both Copytalk and its employees, and it was a joy to #interview him!
Read Sean's feature here! lnkd.in/gJxV_XHj
Join us for our live webinar with @Wealthbox on May 18th at 2pm EST!
@CopytalkDeanna and @ChrisKopanski will dive into how the integration between CopyTalk's patent pending "CopyTalker" technology and Wealthbox can help advisors.
Register here! lnkd.in/gNGqtSKb
It's been one year since our we partnered with @syncwords and we are delighted with the services we can now provide! Our CEO, @CopytalkMaree interviewed with SyncWords' co-founder Ashish Shah to get the inside scoop.
Read the full interview here! lnkd.in/dgpW4rK
Our CEO @CopytalkMaree is having a great time at Tiburon Strategic Advisors' CEO Summit. She is catching up with old friends, meeting inspirational industry leaders, and learning a lot in some fantastic sessions! #ceo #wealthmanagement
Thank you @Dsiliconreview for naming us as one of your "50 Leading Companies of the Year 2022"! We are honored to be featured along side these other incredible companies.
Read @CopytalkMaree's full interview here: thesiliconreview.com/magazin…
We are thrilled John O'Connell has joined our "Dynamic Women and Men Who Support Them" series. John offers up some vital tips for young professionals entering into the #wealthmanagement industry.
Read the full interview here: copytalk.com/ct/dynamicwomen…
On Wednesday April 27th at 2PM EST, @BISATweets and @LaMeerInc Meer Inc. are hosting a #webinar dedicated to analyzing the recent annual examination priority letters and an approach to multiple areas of risk and compliance.
Register here! lnkd.in/gFTttMGf
In case you missed our March "Building your Tech Stack" #webinar with @RedtailCRM, we have the replay for you. Don't miss out!
Link to the full webinar here: copytalk.com/ct/webinar-podc…
