| | | | | | | | Dictate from any telephone - At home, in the office, or while on the run. | | | Nothing else to buy - Turn your cell phone into the perfect dictation device. | | | Saves you and your assistant valuable time - Spend more time servicing your clients. | | | | | | | | | "I've been in this business for 38 years. Successful producers understand relationships are the key to success. We also know that compliance is an important factor in a well run practice, and we must document everything we discuss with prospects and clients. It's rare to find a tool that both improves sales productivity and compliance, but Copytalk is certainly one of those tools!" | | | Marv, CLU, ChfC, Feldman Financial Group, MDRT Past President | | | | | Suite Mobility | | | Digiscribe | | | |
| | | | | | | | | | | | | I have never used a technology tool that was so easy to implement and so easy to master. I highly recommend it! – Tony F.
“In the last year, my practice grew 86%. Copytalk played a key role in contributing to that growth. I recommend it to anyone looking to take their business to the next level.” – Cindy, Certified Financial Planner
“Good notes both build client relationships and provide E&O protection. If you don’t have a photographic memory, you should have a Copytalk memory!” – Pat Dempsey, President
“It’s rare to find a tool that both improves sales productivity and compliance, but Copytalk is certainly one of those tools!” – Marv F., CLU, ChfC, Feldman Financial Group, MDRT Past President
“I remember when we didn’t have calculators, don’t know what we did before cell phones and the Internet. And you know what, what did we ever do before Copytalk? It is fabulous.” – Gloria – John Hancock Financial Services
“Copytalk has had a tremendous impact on our business.” – Jennifer B.
“Copytalk is like having a mobile Assistant.” – Rob, CLU, ChFC, REBC
“There are many tools that improve efficiency. On the top of that list is now COPYTALK” – Mitchell O. CLU, ChFC MDRT Foundation Past President
“It has helped save me time and made my record keeping easier. – Donald, CFP, CEBS Mass Mutual, MDRT: Three time Top of the Table
“Copytalk has been a great asset to my business. Copytalk saves me money and time. I would highly recommend it to my fellow MDRT members.” – John, New York Life; MDRT Member
“I have started using the service and I am totally blown away by it” – Christopher, Senior Financial Advisor
“ Copytalk has allowed me to spend less time in the office and more time seeing clients. Copytalk has been a great addition to my business and I know others will feel the same way.” – Kristi, Vice President, Territory Sales
“I knew in theory that Copytalk would save me time and money, but I never could have imagined how much more efficient me and my assistant have become. Thanks Copytalk I don’t know how I got along without you before.” – Joseph, Financial Representative Northwestern Mutual | | | | | | | |
|