by Corey Westphal | Jan 30, 2024 | Tips & Resources
Imagine a scenario where a client has sent you important financial information in a PDF. You need to download the data, convert it into a spreadsheet and upload it into both your planning software and CRM. You’re painfully aware that a single mistyped number or...
by Corey Westphal | Jan 11, 2024 | Tips & Resources
If you’re part of the IT staff at a large financial company, chances are you interact with APIs every day, whether you realize it or not. Whether you’re posting on social media, checking your weather app, using a GPS system or even recording notes with Mobile...
by Mobile Assistant | Jan 11, 2024 | News
Welcome to a new year! We can’t wait to see what 2024 will bring and to visit with many of you face-to-face as we head out around the country to engage in advisor training with one of our key partners. Right now, though, you can level up with the content we’re...
by Corey Westphal | Dec 19, 2023 | Tips & Resources
The best advisor tech tools offer a bridge between thought and action, making your workday go by smoother and freeing up your time to focus on delivering quality service. For many, dictation software offers just that – providing efficiency and new opportunities for...
by Corey Westphal | Dec 12, 2023 | Tips & Resources
With somewhere around 300,000 financial advisors in the United States (and more projected to join the profession in coming years), it’s more important than ever to set yourself apart as a top-tier industry professional. From embracing new tech to furthering your...
by Mobile Assistant | Dec 7, 2023 | News
The final edition of our monthly newsletter for 2023 has arrived. We’re closing out the year with a fresh batch of content to inspire your growth and offer a look ahead at what’s coming next. But before we dive in, we wanted to invite you to participate in our...
by Jason Nachreiner | Dec 5, 2023 | Tips & Resources
From managing back-to-back meetings to ensuring compliance documentation is impeccable to marketing their firm to overseeing staff, advisors often live their lives at maximum capacity. With so much to do, productivity-enhancing tech tools are a must for busy advisors....
by Mobile Assistant | Nov 15, 2023 | News
Welcome to the November edition of Mobile Assistant’s monthly newsletter! We’re back again with important product updates and tips, as well as the latest thoughts about the industry from our team. Let’s get started! Content Roundup Miss any of our recent blogs? Keep...
by Jason Nachreiner | Nov 14, 2023 | Tips & Resources
The greatest fintech tools focus on the advisor experience – ensuring you have the ability to work more efficiently and better serve your clients. For most advisors, that means inter-functionality between applications is a must-have. With that in mind, Mobile...
by Jason Nachreiner | Nov 9, 2023 | Tips & Resources
Integrations are the building blocks of advisor success. At Mobile Assistant, we’re constantly searching for ways to enhance user experiences and build better processes for advisors. That’s why we’re proud to integrate Mobile Assistant with Wealthbox, allowing...
