Attending the Tiburon Summit was a pleasure, and I appreciated the frank sharing of ideas among the top executives of a broad range of companies in the financial services industry. The overarching theme of putting investors first was especially gratifying. Having come out of the advisory world, this is something I care deeply about.

By Marie Swift

Advisor use of social media has been a hot topic on conference tracks for the past 3-4 years. Here's how things have changed - and where you should be focusing your attention now.

Advisor use of social media has been a hot topic on conference tracks for the past 3-4 years. I've happily played a role since the industry started asking questions such as:

•Is this worth our time and attention?
•How can we meet FINRA and SEC regulations?
•What are the most useful tools?
•How do I get started?
•Ok, I get it. Where can I get help?

Copytalk is proud to partner with the Life Foundation. The Life Foundation is an educational foundation that helps consumers better understand the need and benefits for life, health, disability and long-term care insurance.

Do you need transcriptions of your Video or Audio? With our Digiscribe Service Copytalk provides quality transcription outsourcing for your needs. These recordings can be uploaded from your personalized and secure online Copytalk account. The recordings will be transformed into text and delivered back to you.

Some Industries We Serve:
•Closed Captioners
•Video Editors
•Television Producers

Contact us for additional information and get started today with DigiScribe transcription outsourcing.

If you're like most business owners, finding innovative, cost-effective ways to stay ahead of your competition are always on your mind. And with 2013 in full swing you'll want to get maximum exposure out of your marketing efforts without breaking your budget.

Subject Matter:
•Social Marketing
•Email Marketing
•Linked In

Join us for an informative, fast-moving seminar on the Power of Email Marketing. With a 40:1 ROI, you'll learn why millions of businesses use email marketing to easily reach customers and prospects to increase sales.

SARASOTA, Fla., March 7, 2013 /PRNewswire-iReach/ -- Copytalk, LLC, the leading provider of secure transcription services for financial advisors, has announced a partnership with TradePMR, the Florida-based independent brokerage and custodian serving Registered Investment Advisors.

Will we see you at the GAMA International LAMP conference? Copytalk, a GAMA Resource partner for 8 years, is again exhibiting at the GAMA International annual LAMP conference. Since 2001 we have been the industry leader in providing secure mobile transcription services to financial services companies. We provide a secure, efficient, low cost way for managers and sales teams to communicate with each other and to document client conversations and meetings.

SARASOTA, Fla., Feb. 27, 2013 /PRNewswire-iReach/ -- Copytalk, LLC, has announced that CEO Maree Moscati has joined the Advisory Board of the Shared Assessments Program, which enables its members to achieve a faster, more efficient and less costly means of conducting rigorous and comprehensive security, privacy and business continuity assessments.

With Copytalk transcribing video (Logging Tape) has never been easier. Just upload it onto our secure site or email it, and we transform it into text.

Maree Moscati, CEO Copytalk, will be speaking at The Bill Good Marketing Users' Conference. She has chosen the topic "Doing More with Less" to illustrate how advisors can take advantage of technology to improve efficiency, operate effectively in a virtual world, and remain in compliance.

The Bill Good Marketing Users' Conference is an annual meeting of some of the top financial advisors in the United States and Canada. Topics this year include investment strategies, organic growth, referral marketing, and seminar marketing. In 2013, Bill Good was named one of the top four coaches by Wealth Management Magazine.

The conference will be held on April 19th and 20th in Chicago.

If you're like most business owners, finding innovative, cost-effective ways to stay ahead of your competition are always on your mind. And with 2013 in full swing you'll want to get maximum exposure out of your marketing efforts without breaking your budget.

Subject Matter:
•Social Marketing
•Linked In

Join us for an informative, fast-moving seminar on the Power of Email Marketing. With a 40:1 ROI, you'll learn why millions of businesses use email marketing to easily reach customers and prospects to increase sales.

Forum on PHI Security
Understanding the Complexities of PHI Privacy and Security:
Turning PHI Security into a Competitive Advantage

Join the PHI Protection Network (PPN) Forum 2013 offered to PHI protectors from the U.S. healthcare industry. This inaugural event for senior privacy, security, and financial managers is a day-and-a-half forum designed to increase your knowledge of PHI security and privacy trends and best practices and to help you build, present and defend a business case for PHI security initiatives tailored exclusively for your enterprise. Three major domains of PHI security breaches will be presented as well as the new PHI Risk Assessment Tool created by ANSI, ISA and the Shared Assessments Program.

Free "Double Seminar": Fire Up Your Business w/Email Marketing & LinkedIn

If you're like most business owners, finding innovative, cost-effective ways to stay ahead of your competition are always on your mind. And with 2013 in full swing you'll want to get maximum exposure out of your marketing efforts without breaking your budget.

Copytalk Launches Android Application Copytalk+ CopyTalk, a NAIFA Preferred Provider, has launched a Copytalk+ Android application, which makes it easier to document and record client meeting notes, letters, drafts of emails and to-do lists. Here's how it works. You simply press the Copytalk+ app on your Android device, enter your private PIN, and let you.

Watch this short video to see how you can enable automatic integration with the Redtail CRM.

As you navigate your way around the future of mobile technology, there are signposts that you must be aware of so as not to make a wrong turn and end up in a perilous situation. Here are four things advisors should watch out for to make the most out of mobile technology.

Copytalk to provide secure transcription services at discount to FPA members

DENVER - October 16, 2012 - The Financial Planning Association^® (www.FPAnet.org) (FPA^®) and Copytalk^®, LLC (www.copytalk.com) today announced a strategic alliance which will bring Copytalk's secure transcription services at a reduced cost to FPA members. The offering will become part of FPA's new Practitioners Resource Guide, a robust directory of practical solutions and benefits available to FPA members to help them take their businesses forward.

Tired of handwriting or typing your own work? You are busy and have better things to do! Let Copytalk's Mobile Scribemobile dictation service do the typing for you. You talk & we type with our U.S. Based transcriptionist in secured facilities. Your privacy and security are a top priority with us.

Record speeches, plans, and documents and more on your own digital recorder. These recordings can be uploaded from your personalized and secure online Copytalk account. The recordings will be transformed into text and delivered back to you within a few days.

The conference will feature a live web cast of the 2012 Recipients of the realLIFEstories Award and LIFE Leadership. Brian Ashe, CLU, president of Brian Ashe and Associates of Lisle, Ill., and an AXA Advisor, will be presented with the industry's highest honor as the 71st recipient of the John Newton Russell Memorial Award. The conference also will host nearly 100 exhibitors that serve all facets of the industry.

(Reuters) - Financial adviser Craig Larsen always prides himself on remembering small details about his clients' lives. Lately he's gotten even better, easily recalling things like the name of a parent's nursing home or the status of a relative's career.

His secret? After meetings with clients or prospects, Larsen, president of the St. Charles, Illinois-based AHC Advisors Inc., makes a quick call to a transcription service and dictates into a recorded line what he wants to remember. In a few hours, he gets a transcript, which he later uses to refresh his memory.

This is another service that I know will help bloggers, entrepreneurs, attorney's, doctors, and others become more efficient... time is dollars right?