Welcome to the October update for Mobile Assistant! Read on for a roundup of content we’ve recently published, snapshots of where we’ve been traveling, and everything else you need to know about the elephant.
Content Roundup
Miss any of our recent blogs? Keep yourself updated with ways to leverage your technology solutions and improve your operations with these insights.
Accelerate Your Redtail CRM Productivity
With the ability to handle workflows, retain critical client information, and store notes for the entirety of the client lifecycle, choosing the right CRM is critical for smooth operations and a cohesive client experience.
In this blog, we go deep into how you can maximize Redtail CRM for your firm.
[Read Now]
Mastering Efficiency with the Assistant Template Manager
With the Assistant Template Manager, your entire team can enjoy access to a suite of pre-built dictation templates to guide your note-taking for phone calls, client review meetings and common service activities.
[Read Now]
Where is the Elephant?
Our founder and CEO Corey Westphal presented on “Leadership Lessons for High-Growth RIAs” at the 2023 Fearless Investing Summit in Miami, Florida.
We’re proud to partner with innovative companies like Nitrogen to bring advisors together for learning opportunities where we can all win together.
Next up, you can catch Jason Nachreiner at the last two remaining Redtail Universities of the year:
- Dallas, TX – October 17 and 18
- Sacramento, CA – November 16
App Updates
Starting November 1, Mobile Assistant’s hotline service will transition to a premium, paid service for our new and existing clients. Moving forward, hotline users can continue accessing the service by either paying additional charges or switching to the TalkIt+ app, which remains free to all our users.
For those who opt into the premium hotline service, annual users will see an additional fee of $100 per year, while monthly subscribers can expect a $10 monthly increase. Should you have any inquiries or require further information, please don’t hesitate to contact us at sales@mobileassistant.com – we are here to address any questions or concerns you may have during this transition period!