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.

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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.

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.

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

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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.

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