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February 2024: What’s new with Mobile Assistant?

The year is already moving fast. What steps are you taking to level up your firm’s processes and technology this year? Late in 2023, we unveiled our all-new open API which will result in more secure, reliable, and extensive data integrations between Mobile Assistant...

January 2024: What’s new with Mobile Assistant?

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...

December 2023: What’s new with Mobile Assistant?

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...

November 2023: What’s new with Mobile Assistant?

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...
Podcast: The Power of Tech-Driven Solutions

Podcast: The Power of Tech-Driven Solutions

Listen in as Mobile Assistant CEO Corey Westphal joins Matt Reiner of the Bridging the Gap podcast. In this episode, Corey and Matt cover three major insights: 1. The importance of precision in data and transcription services for financial advisors, as well as the...