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I have used Copytalk for only a few months and it has changed my life and the way I do business. Unbelievable service. Copytalk keeps me on track, takes the guess work out of note taking, and I love the time and date stamp feature for all my returned dictations.

Scott Anderson

Senior Vice President

Financial Advisor

Co-Branch Manager

We relieved our administrative staff of more than 64 hours per month on transcription activities alone. The savings is exponential for our firm.

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Jimmy J. Williams


Compass Capital Management

Who would've thought it?! ME using a dictation service! I researched, tested and came to the conclusion, Copytalk did it for me. I'm an insurance agency owner, 36 years in the business selling and servicing all types of insurance with a large client base. In my work, one missed piece of documented conversation could be devastating. I have found Copytalk essential in my daily customer connection process!

Their transcription turnaround averages 3 hours from the time I dictate either on the phone or when I use their mobile smartphone app. I usually edit the emailed copy that comes back to me slightly because I'm not the best at dictation. But trust me, their transcriptionists take my hastily spoken, rough copy and make a masterpiece out of it.

The price is right and the service is exceptional. I've even called or emailed them a couple of times indicating I need something quickly. They make it happen and with a smile! And a major important feature for me is the security of the information I dictate. I'm convinced, Copytalk's rock solid fortress of security keeps me and my customers safe!

Don't know what I would do without Copytalk! But - wait - yes I do! I would have gaping communication documentation holes with my customers and it only takes one missed documented phone call to negatively impact what I do. THANK YOU Copytalk!

Benton P. White


I avoided Copytalk for years and continued to use manual dictating equipment with my assistant transcribing all my dictation... because it had worked well for many years.

I recently made the move to Copytalk and it has been a major improvement in our practice efficiency and time management.

It is by far one of the best technology improvements I have made in my practice for both myself and my assistant of fifteen years.

Robert S Harlow Jr CLU ChFC

Financial Advisor

We use Copytalk in his practice all the time after his meetings. It's a great way to document important information post-meeting when it's fresh. It's also a great way to relay information between himself and I and to communicate what needs to get done after a meeting. It's easy to use and very beneficial!

Thank you,

Bailey Burgess

Director of Client Relations to Blake Martin, MBA

I want to thank you for reaching out to me with regard to our account. We have been very happy with the service. It has saved us countless hours in typing. We would probably have to hire a part-time person to do all of the typing that your service does for our office. There are three of us in the office, and it's also an excellent way for all of us to know what's going on. I'm on the road most of the time, so I can still stay in touch with the office. We are very excited about your new app, and look forward to using it. Feel welcome to use this as a testimonial.

I also want to thank you once again for making the time to reach out to me, Deanna. I had not talked to a sales person in quite some time. I was happy to learn about all the new options, and things that are going on.

Very truly,
Laurie Sall

Laurie Sall

Laurie Sall and Associates

Thank you so much for helping me get started with CopyTalk! I have been so happy with the product and the way that it has helped me stay efficient and organized. I am in my first year in this new profession as a financial associate and I am glad I got started right away with the habit of using COPYTALK. From my first phone call with you to get things set up I knew it was going to be an easy and smooth process to start and use constantly. Much appreciated!

Timothy J Urness

Financial Associate
Thrivent Financial for Lutherans®

As you may have heard last month I "hosted" two FINRA inspectors in my office for three days. Scott Morris and Greg Ezell were here too. I believe I passed with flying colors. Here's why: Copytalk.

Greg has stressed documentation with me for 7 years, "If it isn't documented, it didn't happen." I used to remember exactly what happened on all my appointments. There's been way too many appointments to remember specifics. I started using Copytalk 5 years ago. After every appointment (my wife Mary always reminds me) I dictate my notes (I follow Thrivent's "Meeting Notes" form 21054). I often dictate notes after a telephone conversation too.

Here's a link to Copytalk so you can take it out for a "test drive". www.copytalk.com If you sign up for Copytalk be sure to tell them "Steve Esala sent me". Feel free to call me if you want to know more.

Steven D. Esala, ChFC®, CLU®

Financial Associate
Thrivent Financial for Lutherans®

I just wanted to share with you the success I've been having utilizing Copytalk. As we all know, running a business efficiently can be hard and finding time for everything we need to get done in a day can sometimes feel impossible, especially as you are getting started in this business. Early on, I myself got extremely far behind with taking my notes following meetings, which isn't good news if I want to protect myself, my license and my career.

I recently invested in Copytalk to help me get caught up on my notes and to more effectively manage my time so I can be more productive in my business. Now I not only use it for my meeting notes, but I use it to send myself reminders, send tasks to my OP, etc. It is convenient because it can be done even when I'm on the road or can't fall asleep because my to-do list for the next day is running through my head! Copytalk is a dictation service where live people actually dictate your spoken notes. To record your notes, you either call into a recorded line or use the Copytalk app on your phone. I use the app and it is extremely easy. You pay month to month, so you can cancel at any time and because we work with Thrivent, there is a significant price discount.

Copytalk has truly allowed me more time to focus on the most important tasks of networking and holding appointments, and my appointments are up an average of 4-5 per week since I started using it. It may not be the right tool for you, but because it has been so instrumental in streamlining my business and saving me valuable time, I wanted to share it with all of you.

Nicole Tilot

I wanted to express to you my excitement with using a tool that has enabled to be more productive, while being mobile.

Our company right now is spending a large amount of time making our company more efficient.

Mobility with technology has never been more at the forefront of our culture. For a couple of years now, I have used a product -- or shall I say, a service -- from Copytalk. Copytalk.com is, essentially, a dictation service. What it allows me to do is dictate a message of all of the details and follow-up items of the meeting from my phone, in my car, before traveling to next appointment.

I can dictate so that no balls are dropped!! The work delegated, (via CopyTalk) can begin by my team back at the office - before my return.

Hello!!! Are you thinking this through Productive people?? This is a MONSTER time-saver idea!! Don't miss it.

Additionally, when a small business owner or manager is mobile and she has an idea for her team members as an agenda item for a team meeting, at the press of a button she can dictate out her message while keeping her hands on the wheel.

I strongly encourage all people in leadership positions to spend time discovering Copytalk.com. They're located out of Sarasota, Florida and would be more than happy to discuss how their service can increase the performance of your group or enterprise.

My helpful CopyTalk person is Deanna Faris at 866.267.9825 x419

Tell her the Ragin' Cajun sent ya! As always, we encourage our readers to share your "productivity" ideas with us here. All of us can benefit when one of us cares enough to share!!

Until next time.
Peace, Love and Gumbo!!

Marvin LeBlanc

Donna Davis

President Marietta Video Productions

Copytalk's Mobile Scribe service makes documenting all your important information faster and easier than ever before. Pick up your phone, dial Copytalk, and dictate the details of your meeting, your to do list, reminders, drafts of email, or any other information you want to capture. You can also take advantage of our mobile application for the same at-your-fingertips dictation on your smartphone or other mobile devices. Within a few hours, we deliver your transcribed text via email, secure download, or through automatic integration into many popular CRMs.

Marie Swift

President & CEO of Impact Communications, Comprehensive Communications Consultant and Content Developer

Confession: it seems like I have been abusing my Copytalk subscription. How many ways can one manipulate a service to make it work for them? Although I am using and abusing it daily, all hours of the clock, multiple continued dictations, it is also like my new best friend or new best personal assistant. I "speak" to Copytalk more than to most members of our extended family - added up! I’ve had Copytalk for about six months and it has helped me cut down on office time and complete some long standing personal goals. I had tried other personal dictation services and apps, but none of them have been as good as Copytalk. With Copytalk, my dictations come back as very good drafts or completed text. Any mistakes are my own such as when I do not spell out a surname or when I sneeze, make other noises or ramble. It is easy to just cut and paste my Copytalk dictation into a document (proposal, email, PowerPoint, letter, etc), make a few tweaks, and the final version is ready.
Here’s how I use Copytalk: pop on my Bluetooth. Dial Copytalk. Punch in 4 digit password. Give subject line (so that I can properly file the email). Say "text" and then speak. Hit pound (#) sign to continue.
Here is when I use it: walking, traveling, while cleaning, while waiting, after client meetings, while gardening or doing lawn work. So far I have not been able to figure out how to use it: while swimming, showering, or when out of satellite connectivity (like remote boating or camping) or while in 3rd world countries.
Here is what I have been able to do with Copytalk: recap client meetings; make lists of client assets, debts, income, tax info; give "to do" lists and task lists to myself, staff and others; draft my first book; draft part of my second book; grocery list; personal "to do" lists; packing lists; dictate personal journal and diary entries; draft emails; draft letters; draft marketing material; draft PowerPoint presentations; employee reviews; draft business plans; job descriptions; mandatory client forms; our family Christmas letter... probably more, but I have lost track.
When we were updating our business plan, we even added "Copytalk" as an asset much like another staff member! Just so long as it does not ask for end of year bonuses or vacation time, we are good with it.
As I wrote in the acknowledgement portion of my books, THANK YOU Copytalk! You are a huge time saver and mission-accomplisher for me!

(Any opinions are those of Kimberley J. Mondonedo and not necessarily of RJFS or Raymond James).

Kimberley J. (Mendall) Mondoñedo, The Mendall Financial Group

It's rare to find a tool that both improves sales productivity and compliance, but Copytalk is certainly one of those tools!

Marv Feldman, 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

I have never used a technology tool that was so easy to implement and so easy to master. I highly recommend it!

Tony, Mass Mutual; Chair of the Technology Committee

Copytalk has had a tremendous impact on our business. It has personally allowed me to be more efficient and far more productive with my time.

Jennifer Borislow, MDRT Life Member and TOT Chairperson


Copytalk is like having a mobile Assistant. Newer people in the industry who don't have an assistant can use Copytalk, and for more seasoned professionals, frees up their current staff and allows them to be more productive.

Rob, CLU, ChFC, REBC and Trustee Liaison of the NAIFA Member Benefits Committee

… there are many tools that improve efficiency. On the top of that list is now COPYTALK

Mitchell Ostrove, MDRT Foundation Past President


It has helped save me time and made my record keeping easier. I appreciate your time in making me aware of your service and I appreciate Greg for referring me to you.

Donald, Mass Mutual, MDRT: Three time Top of the Table; Ten time Court of the Table; Twelve time MDRT Jack Bobo Award Winner


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, Advisors Assistant


Good notes both build client relationships and provide E&O protection. If you don’t 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, Assante Capital Management

Senior Financial Advisor

I don't know why I didn't use Copytalk sooner…

Kory, New England Financial

I spend a lot of time speaking to financial consultants on how to grow their business and improve their quality of life. I recommend Copytalk to anyone that is on the go! It's a great organizational and productivity tool.

Ron, LPL

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, American Century Investments

V.P. 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, Northwestern Mutual

Financial Representative

I have been through a transition in my practice of using a Dictaphone machine, using Dragon Naturally Speaking for several years, and finally, using another service. My dictation costs have been reduced by 50%. The turn around time has been reduced ....

Alan, AEP


I personally feel very comfortable in recommending Copytalk to anyone with a transcribing need. They are definitely a first class operation.

Anna, NMFN

Director of Operations

It is impossible to convey how much Copytalk has helped me! I have been amazed at the quality of the dictation returned to me. It’s obvious there is more than voice recognition software taking my dictation. I have found this to be a much more efficient use not only my time, but my staff’s time as well. And the final notes are much more detailed and understandable. In fact this service he been so useful to me that I have set up a second account for my second career pursuits” as well. Very very simple to use and very accurate. I Copytalk had been around all of my professional life!

Lynn Phillips-Gaines


In the last year, my practice grew 86%. Copytalk played a key role in contributing to that growth. Imagine...a compliance tool that actually helps productivity and sales! I recommend it to anyone looking to take their business to the next level.

Cindy, Prosperity Planning, Inc.


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