“The human understanding of industry jargon and abbreviations saves us from constantly correcting previously used dictation services.

– Adam Holt | CEO & Founder, Asset-Map, LLC


“Mobile Assistant is the best efficiency tool we use.  The time it saves me and the other financial advisors in my office, and our staff exceeds 600 hours per year!” 

Donald Savaglia | Savaglia Financial Advisors

Mobile Assistant is the best efficiency tool we use. The turnaround time is excellent and the integration with our CRM (Redtail) is seamless.  All of this in and of itself is impressive, but the accuracy of the notes is incredible. We use a considerable amount of financial jargon and acronyms.  The transcribers understand it, and accurately document it. Mobile Assistant’s customer service is excellent. If they are needed, they return my call quickly. The people are always helpful, pleasant, and patient.”

“It’s not a stretch to say that advisors and their staff can achieve instant ROI with Mobile Assistant as a result of the efficiency and accuracy their service brings to capturing vital notes.”

Mario Canas | Enterprise Relationship Manager, Redtail

Which is why we’ve worked with Mobile Assistant to make it as easy as possible for Redtail subscribers to sign up for a free Mobile Assistant trial so that they can see the efficiencies it offers in action.

Using Mobile Assistant’s intuitive mobile application makes getting notes where they need to go as simple as pushing a record button and talking.”

“Mobile Assistant not only delivers on their promises, but innovate to make our lives as advisors better.”

Justin Bassell | CLU, ChFC, Northwestern Mutual

I just wanted to drop a note about how much I appreciate using Mobile Assistant in my practice. Specifically, their Assistant tool in the app. They have created a way to template all my notes to make it easier for staff to know where to look for my notes and action items following a meeting. By using this tool, case notes now go beyond just CYA- but rather a better tool to be a sharper communicator and as a result, a better business owner.

Their quick and accurate delivery of my dictations have been an integral tool in the success of my practice, specifically as we have gone virtual during COVID. Copytalk offers none of this, and specifically, the reason I left them was because of their response at the beginning of the pandemic. Their product has been bad for years and the last straw was for them to be not be prepared to serve their users when we needed them most.

I had the dictation in about 30 minutes. I could not get over that.”

Peter Wetherall | Wetherall Financial Services

I had a Zoom meeting today with the Sales Rep for Mobile Assistant. His purpose was to enroll me formally on their account after being on a trial period for 15 days. I gladly got on after having a trial run.

The positive things about it were their correctness of the dictation. It was far superior to the CopyTalk that I was on for six or seven years. The other quality feature of Mobile Assistant is the rapidity with which they get the dictation to me. They got it to me within 24 hours, so they professed. In reality, I had it within about 30 minutes. I could not get over that.

With Copy Talk it was taking two weeks for me to get my dictation and I could not operate under that system.

It’s going to cost me more money, I have no doubt about that; however, the vastly improved quality of the services that they provide are well worth it.”

It’s not an exaggeration to say they’ve changed my life.”

Jayson Owens | Bright Road Wealth Management

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!

“Mobile Assistant is critical to the success of our practice. Not only does it allow us to dictate notes from prospecting and client appointments, but it also allows us to quickly and efficiently dictate instructions to our staff.”

– Robert C. Fross | Partner, Weath Advisor, Fross & Fross Weath Management

The timeliness and accuracy of Mobile Assistant makes the follow up by our staff easier to do without the normal changes that have to be done after dictations by other dictation services. Mobile Assistant is crucial for any successful financial planning firm!”

I recommend Mobile Assistant to every financial advisor… it is a compliance dream.”

– Thomas M. Fross | CFP, Fross & Fross Financial

“Having used Mobile Assistant as well as a competing service, I can vouch for the great service and ease of use that makes this a daily part of my world.”

Don Morgan | Independent Wealth Connections

“We are long time users and the current integration into Redtail already has helped us do a much better job of documenting our meetings more completely.

That is a major benefit from both a practice management / customer service perspective as well as a huge benefit from a compliance perspective. Further integration cannot but increase that utility.

Having used Mobile Assistant as well as a competing service, I can vouch for the great service and ease of use that makes this a daily part of my world. It is a small, but truly mission critical solution, done well and priced reasonably.”

“​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 Mobile Assistant for the past six months, I can’t imagine not using it”

Todd Marquardt | Marquardt Wealth Management, LLC

The primary impact to my business workflow has been the increased accuracy and timelines to my client meeting notes.  Whether I​’m in my office or on the road, as soon as my client meeting is finished, I dictate the notes into the app.  Dictation has also greatly improved the organization of my notes through the use of templates within the Mobile Assistant phone app that prompt me to answer important aspects of the meeting.  Further integration of my dictated notes from the Mobile Assistant app into my Redtail CRM gives me the confidence that my notes are now securely within that client’s profile.”

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

“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.”

“MobileAssistant.us. has been life changing for me. The accuracy is much higher than it would be with prior programs.

Tom Gartner | ISC Financial Advisors

MobileAssistant.us. 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.

They e-mail you back what you dictate within 24 hours and 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.”


“I personally use Mobile Assistant myself as it’s the most accurate, easiest to use, and has the quickest turnaround time on the market.”

Brad Johnson | Advisors Excel

“As I can attest to after years of coaching calls with some of the most successful financial advisors in the country, TIME is the one resource advisors all struggle to utilize efficiently.

An automated transcription service is a must to free up more of your time and is a staple of all of the top clients I consult.

I personally use Mobile Assistant myself as it’s the most accurate, easiest to use, and has the quickest turnaround time on the market and I’ve heard of and tried them all!”

“Since I switched to Mobile Assistant, my staff and I have been operating much more efficiently.

Jason L. Smith | Clarity 2 Prosperity

“I had been using another dictation service for many years and since I switched to Mobile Assistant my staff and I have been operating much more efficiently because of the accuracy of the translations and speed of getting the transcriptions back.

Mobile Assistant allows me to communicate and delegate to my team more effectively. Thank you Mobile Assistant!”


“You promised to make sure that my turnaround time would be very fast… thank you for living up to your promise.”

Kive Strickoff | Strickoff Financial Services, LLC

“Very pleased with the new release.   The Assistant is a great addition.  Thanks for the innovation!”  

Derieck Hodges | Anchor Pointe Wealth

“I want to let you know that dictation with Mobile Assistant is very easy and you folks always do a great job at this dictation. Please let your bosses know what a great job you do and tell them thank you for this great service.

Ellen Bruno

“When my mother passed away on New Year’s Eve in 2015, I couldn’t write her eulogy because I was crying and couldn’t see to write. I dictated the eulogy instead. I got the transcription back with no issues even through my tears and babbling. It meant the world to me.”

Jeff Bellomo

“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

Wow… Mobile Assistant really works!

Error free and organized notes have raised my productivity to new heights. Mobile Assistant is a must have for every financial advisor.”

– Pete Lange, Advisors Excel

Mobile Assistant is 10 times better than Copytalk:

1. Faster – Usually 1 hr max

2. More efficient – very few mistakes from what I say

3. Redtail compatible – goes directly into clients files.

Chad A. Slagle, Slagle Financial

“Not sure I remember it ever being better than this!”

Just want to take a small time out to thank you and your team for how timely your response time is for my notes that I dictate.

Richard “Ric” Martin, Bluestone Wealth Partners

Since you always hear when people are upset, I thought I’d email you to let you know we have noticed how quickly our transcriptions are being completed and wanted to let everyone know we appreciate your efforts.

Having these transcriptions available quickly has made a positive difference in our work flow as we now have all of the information needed to carry out client tasks in timely manner. Please extend our appreciation to everyone involved – your services are not only noticed but truly appreciated.”

The Staff at John Hepworth’s Office, Northwestern Mutual

Never miss a detail.
Get your meeting notes transcribed today.