Top Tools

If someone were to ask me what are the top tools that I could absolutely not live without to run my business, there’s no question that Mobile Assistant is included in that list.  Mobile Assistant has allowed me to better document client meetings, respond to client and prospect e-mails, share important ideas with my team and also compose hundreds of blog posts that would otherwise be ideas, but are now published on the web for prospects and clients to read.  I can’t even begin to add up the hours that Mobile Assistant has saved me.  It’s been a true blessing for my business, no doubt.
Jeff Rose

Life Changing

Mobile Assistant has been life changing for me. I probably left thousands of dictations through this service by either using the one touch app on my phone or having it automatically recognize me through caller ID. The best thing is it is done by a person not a computer, so the accuracy is much higher than it would be with prior programs. This allows you to quickly do a data dump after a meeting or when you have a thought and have it come back to you in a clear written e-mail where you can file it away or use it as a reminder to take action on your commitments.

Tom Gartner

Can't Imagine Not Having It

Dictation was something I never knew I wanted nor needed in my practice until I began using Mobile Assistant.  I always dreaded typing in meeting notes into my CRM.  After using MobileAssistant for the past six months, I can't imaging not having it.

Todd Marquardt, CFP®, ChFC®
Marquardt Wealth Management, LLC

Changed My Life

The Talk It Mobile App and the dictation service have impacted more than just my practice. It’s not an exaggeration to say they've changed my life. I’ve gone from having an ever expanding stack of client meeting notes on my desk to shredding notes within 5 minutes of the end of each meeting. Previously having to login and find the right place to put client notes kept me procrastinating. But the ease of plugging in my headphones and dictating my notes right after a meeting means that my notes get in the CRM within a day. Additionally, my notes are more clear and thorough because I am dictating them immediately after the meeting. I can even create new tasks (activities) to ensure I follow up in a timely manner on items from the meeting. The savings in time, the reduction in stress from knowing that pile is there, and digging through it to find follow-up notes are several times greater than the cost of the service. Not to mention that my paraplanner can get right to work, instead of having to hound me for information or waste time looking for details that are still on my desk. I don’t think I could go back!

Jayson Owens, CFP
Bright Road Wealth Management

A No Brainer

Moving to Mobile Assistant from our old transcription vendor was a no-brainer after I completed a short trial. What I did not expect was the additional value added by the mobile app and the new Assistant feature. By following the Assistant prompts I produce dictation that is more accurate and consistent without missing the key features of my client interactions.

Brian Cochran, CFP®, CKA®
John Moore Associates

Big fan!

Mobile Assistant is helping our firm document every client engagement accurately in the formats that we choose. The human understanding of industry jargon and abbreviations saves us from constantly correcting previously used dictation services.  I’m a big fan of how easy Mobile Assistant has made capturing our notes and actions.

Adam Holt, CEO & Founder
Asset-Map, LLC

The Most Accurate Solution!

It's the most accurate and easiest to use service on the market and I've heard of and tried them all!

Brad Johnson
Advisors Excel

Very practical service

I had been using Mobile Assistant for 30-day or so and I find the service not only professional but also timely and of high quality. I recommend it to all busy professionals who have a lot of document to draft or prepare. You will not regret it.

Robert Neron
Simner Corporation

Love the efficiency of Mobile Assistant!

The finished product came back on-time and perfect. It is helping me gain efficiency... Love the system!

Must Have Solution for Top Advisors

I love Mobile Assistant! You are fast and accurate. Happy to recommend you.

Katherine Vessenes
Vestment Advisors

Mobile Assistant is fast, accurate and economical

I have used other mobile dictation services in the past with a lot of frustration. However, Mobile Assistant is fast, accurate and economical. I would recommend it to anyone.

Craig J. Klaas
Klaas Financial

Recommend it to every advisor

I recommend Mobile Assistant to every financial advisor no matter their experience or size of their practice.

A crucial part of the growth of my business

Mobile Assistant has been a crucial part of the growth of my business as a financial advisor. The dictation service I was using had "garbled" in a lot of the dictations. Now that I am with Mobile Assistant, my staff is more efficient in reviewing notes and completing summary letters after our client meetings. Thank you for the quality service you provide!

Sean Wayne

Far superior to any other transcription service

I had been using a voice transcription service for a few years and thought that I had found the best solution. That is until I test drove Mobile Assistant. All it took was one transcription from them to realize they had settled on my previous provider and shouldn't have. Mobile Assistant is punctual, flexible, and most importantly for me, very accurate in their transcriptions. Their quality is far superior than any transcription service that I've tried.

Jeff Rose

This is efficiency at its best

After you have an important meeting and your creative mind is working, your words are flowing, how great would it be to spend the next few minutes putting your thoughts together in a word document? That's what Mobile Assistant does for me. It takes the distraction of grabbing a PC, logging on, keying in my thoughts. I talk over my key concepts and get the points organized on my Mobile Assistant. When I get my doc back in my inbox, it takes only a few minutes to proof it, add/delete, and it's done. This is efficiency at its best. And, it follows the rule: keep it simple. This is simple! Try it.

Mary Porter

Mobile Assistant is The Best Time Saving Service

I do want you to know that Mobile Assist has become a very valuable tool for me. It is most certainly the best time saving service I have adopted in the past year. Thanks so much for bringing this to the T3 conference, allowing me to "discover" your firm.

Sandra E. Goodstein, CFP, MSFS, CDFA

Highly Recommend Mobile Assistant to all Professionals!

For transcription needs, we highly recommend Mobile Assistant to all our professional services clients. There's no limit on dictation time unlike other services out there where you can only dictate for up to 4 minutes at a time. And, unless dictation is done very late in the day, Mobile Assistant turns it around the very same day in your choice of a MS Word attachment or in an email message. For recurring types of dictation, you can provide Mobile Assistant your Word templates and they will format your dictation right within your template. The accuracy of Mobile Assistant's transcription is unparalleled and their support is phenomenal. Mobile Assistant pays for itself time and time again.

Jody Knouse Poland

It truly is way better

Mobile assistant is way better than copy talk and I'm being very serious. It truly is way better. Night and day. Thus, it was not just good for you and your business, but good for me and my business too.

Doug, CFP, ChFC, RVP

Absolutely NO Comparison

At the recent NAIFA National Conference in Washington DC, I believe I met one of your owners, or top Sales persons, and I had just signed up with Mobile Assistant a few months earlier. They told me they wanted to know if I had any feedback, and I would like to provide that now.

I worked previously with your competitor for a year, and there is absolutely NO comparison. Mobile Assistant FAR Exceeds the service provided by that ”˜other' company. Two specific examples are as follows:

1. I was told that your service does not interrupt dictation with a time limit, and does not send emails to me with ”˜typo's'. While I found that hard to believe at the time, I personally have dictated several memos/emails/letters where I have asked the operator to go back to a certain point in my dictation, make changes, move things around - and Mobile Assistant seems to get it ”˜letter perfect' every time

2. I was also told you would respond to my dictation with an email of the transcription within the same business day. I was absolutely amazed this past week where I dictated something on Monday evening after 6pm CST, and it was provided to me within 10 minutes. But my most pleasantly surprising moment of ”˜fantastic service' provided by your company was when I was in the office on a Sunday (yes, I admit to sometimes being a bit of a ”˜workaholic'). To my amazement, something I dictated on a Sunday afternoon was returned to me, again letter perfect, within 15 minutes.

On a Sunday!

I can't tell you how pleased I have been with this service. I hope you forward this to the appropriate persons in your company recognizing your transcription team.

They are outstanding!

Dennis Haning
New York Life Insurance Company Agent

I've tried all the rest. Mobile Assistant is the best

Over the years I've tried what seems like a half dozen (or more) mobile dictation solutions. These included technology-based solutions as well as human transcription.

Mobile Assistant is without a doubt the best I've tried. It's a tremendous value vs cost and the transcriptions are accurate whether it's a couple of sentences or a 1,000 word draft of an article.

Take it from someone that's already tried everything else out there. Save yourself the time and money, and start with best . . . Mobile Assistant.

Russ Thornton

I highly recommend this service to anyone

I have utilized other dictation services. I appreciate the fact that mobile assistant has an 800 as well as direct dial number and the system automatically recognizes me from my list of phone numbers. The dictation results come back quickly and very accurate. There is no time limit on recordings. I highly recommend this service to anyone - it helps you remember and is a great tool for keeping highly compliant records.

Michael D. Sordyl, CLU ChFC
The Ashley Group

...the most complete and accurate service that I have used in the previous 20 years

This transcription service is the most complete and accurate service that I have used in the previous 20 years of utilizing transcription services. Not only is the majority of the words spelled correctly, but paragraphing is also done and the turnaround is normally within a 24 hour window.

Frank Levy
JHFN Professional

Share Your Testimonial!

We want to hear about your Mobile Assistant experience!

* = Required Field

What is your fullname?

Fill in your email address

What is your company name?

Does your company have a website?

Describe our company in a few short words

What do you think about our company?

Do you have a photo we can use?

*I agree that this testimonial can be published.