How Case Studies Help Tell Your Story

In our most recent blog post, we dive into the topic of case studies and the role they play in client engagement.

‘With competition in the financial industry fierce and customer expectations higher than ever, advisors and firms are continuously searching for ways to stand out. One of the most effective methods for doing this is through the use of case studies. ”

Check out the full article here:

How Case Studies Help Tell Your Story

LPL Advisors Alert! F450 and CRS Dictation Templates are Here!

Attention LPL Advisors!  Did you know you can utilize our TalkIt+ dictation templates for the F450 and CRS requirements? Annual review templates for ANY advisor can be designed to make the capture and accurate documentation of annual reviews a breeze.

Unlocking Efficiency and Precision for Your LPL F450 Form

New Video Training Series is Now Live!

To help with education of the many tools and features available to our customers, we’ve launched a 6 part training series on these topics:

• Freestyle Dictation
• Template-Driven Dictation Process
• Notes on the Go
• Technology with the Human Touch
• Assistant Template Manager
• Dictation Best Practices

We’ve kept the format short and informative.  We hope you enjoy them!

Training Videos

Where is the Elephant?

September was a busy month for the Elephant, with our CEO presenting at the Collective Financial Group annual event, and another Redtail University in Kansas City!

More to come. Catch us at these locations next!:

• Axtella Vision 2024 Conference – Detroit, MI: October 14-16th
• Redtail University – Phoenix, AZ: October 22nd
• Redtail University – Dallas, TX: November 12th-13th