Corey Westphal's guest appearances

Corey Westphal

Fintech Impact

WealthTech Today

The Planning Desk

Kevin Lozer

Michael Kitces

Ben Harrison

Kristen Schmidt

Sean Brown

Will Trout

Aaron Klein

Adam Holt

Kevin Mulhern

Alex Sklar

Jason Barsema

Samantha Ettus

Merrill Lynch

Hayden James

Lex Sokolin

OwlTail

Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more (6:14 - 21:48); how MobileAssistant is transforming client-advisor meetings (21:54 - 36:55); and demo the MobileAssistant solution in a new segment “You Got 5” (37:02 - 42:58).  Follow and learn more about MobileAssistant:https://twitter.com/MobileAssistant https://mobileassistant.usStay up to date with the show, Tony, and Tom on Twitter:https://twitter.com/ThePlanningDeskhttps://twitter.com/anthonystichhttps://twitter.com/BurmeisterTom

Corey Westphal of MobileAssistant joins to discuss the practice management challenges facing advisors across efficiency, FinTech adoption, compliance, and more (6:14 - 21:48); how MobileAssistant is transforming client-advisor meetings (21:54 - 36:55); and demo the MobileAssistant solution in a new segment “You Got 5” (37:02 - 42:58).  Follow and learn more about MobileAssistant:<a href="https://twitter.com/MobileAssistant" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/MobileAssistant</a> <a href="https://mobileassistant.us/" rel="noopener noreferrer nofollow" target="_blank">https://mobileassistant.us</a>Stay up to date with the show, Tony, and Tom on Twitter:<a href="https://twitter.com/ThePlanningDesk" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/ThePlanningDesk</a><a href="https://twitter.com/anthonystich" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/anthonystich</a><a href="https://twitter.com/BurmeisterTom" rel="noopener noreferrer nofollow" target="_blank">https://twitter.com/BurmeisterTom</a>

Transforming client-advisor meetings with Corey Westphal

The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on  and was written by Craig Iskowitz. “After just an hour, two thirds of our short-term memory is gone, it’s amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you’re going to see better results.” “The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […] The post #ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal appeared first on  and was written by Craig Iskowitz.

The post <a href="https://wealthtechtoday.com/2020/05/07/itzonwealthtech-ep-49-radiating-positive-energy-with-corey-westphal/" rel="nofollow" target="_blank">#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal</a> appeared first on <a href="https://wealthtechtoday.com" rel="nofollow" target="_blank"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/" rel="nofollow" target="_blank">Craig Iskowitz</a>. “After just an hour, two thirds of our short-term memory is gone, it’s amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you’re going to see better results.” “The COVID-19 pandemic is an opportunity for advisors to lead through change and and show their clients […] The post <a href="https://wealthtechtoday.com/2020/05/07/itzonwealthtech-ep-49-radiating-positive-energy-with-corey-westphal/" rel="nofollow" target="_blank">#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal</a> appeared first on <a href="https://wealthtechtoday.com" rel="nofollow" target="_blank"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/" rel="nofollow" target="_blank">Craig Iskowitz</a>.

#ItzOnWealthTech Ep. 49: Radiating Positive Energy with Corey Westphal

Summary: In this 83rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Corey Westphal, CEO at Mobile Assistant. Mobile Assistant is an app that enables financial advisors to dictate notes for transcription and later for integration with CRM software. Corey discusses the process of the user experience for Mobile Assisted customers, how Mobile Assistant manages to provide accuracy for their dictation, the various range of templates that are possible, and the feedback that Mobile Assistant has received from advisors. Episode Highlights: ● 00:43: – Corey Westphal defines Mobile Assistant. ● 02:47: – What does the user experience of the process look like? ● 06:01: – Corey discusses compliance, CRMs, and the ability to design templates. ● 07:58: – Has he had any conversations around templating and machine learning? ● 09:45: – Does Mobile Assistant utilize AI? ● 11:15: – Technology for dictation may be used to a degree but there will always be a need for the human component for incredible accuracy. ● 12:26: – What type of turnaround time does Mobile Assistant offer? ● 14:12: – What are the different methods of delivery? ● 17:17: – Has there been any pushback for confidentiality and security issues? ● 19:47: – Do clients request the actual recording itself? ● 20:40: – What kind of feedback has Mobile Assistant been getting? ● 26:16: – What would Corey Westphal change in his business or in his industry? ● 29:39: – What has been the biggest challenge in his business? ● 31:45: – What is the most exciting thing Corey Westphal is working on? 3 Key Points 1. Mobile Assistant doesn’t utilize any AI in their platform yet. 2. The email delivery that they start with is done through a TLS encryption protocol so the dictation is secure and accurate. 3. If you wait even an hour after a meeting to dictate notes, 2⁄3 of your short-term memory is gone. Tweetable Quotes: ● “Mobile Assistant is designed to provide financial advisors primarily an easy, accurate way of documenting their client meetings.” – Corey Westphal ● “Instead of just hitting the record button, speaking, and free-form dictating your notes. Now you will be able to go into ‘The Assistant’ and be able to pick a template.” – Corey Westphal ● “We promise 8 business hours turnaround time. We operate at more like 4-5 business hours.” – Corey Westphal Resources Mentioned: ● Facebook – Jason Pereira’s ● LinkedIn – Jason Pereira’s ● FintechImpact.co – Website ● Linkedin –CoreyWestphal ● Mobileassistant.us – Website Hosted on Acast. See acast.com/privacy for more information.

Summary: In this 83rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Corey Westphal, CEO at Mobile Assistant. Mobile Assistant is an app that enables financial advisors to dictate notes for transcription and later for integration with CRM software. Corey discusses the process of the user experience for Mobile Assisted customers, how Mobile Assistant manages to provide accuracy for their dictation, the various range of templates that are possible, and the feedback that Mobile Assistant has received from advisors. Episode Highlights: ● 00:43: – Corey Westphal defines Mobile Assistant. ● 02:47: – What does the user experience of the process look like? ● 06:01: – Corey discusses compliance, CRMs, and the ability to design templates. ● 07:58: – Has he had any conversations around templating and machine learning? ● 09:45: – Does Mobile Assistant utilize AI? ● 11:15: – Technology for dictation may be used to a degree but there will always be a need for the human component for incredible accuracy. ● 12:26: – What type of turnaround time does Mobile Assistant offer? ● 14:12: – What are the different methods of delivery? ● 17:17: – Has there been any pushback for confidentiality and security issues? ● 19:47: – Do clients request the actual recording itself? ● 20:40: – What kind of feedback has Mobile Assistant been getting? ● 26:16: – What would Corey Westphal change in his business or in his industry? ● 29:39: – What has been the biggest challenge in his business? ● 31:45: – What is the most exciting thing Corey Westphal is working on? 3 Key Points 1. Mobile Assistant doesn’t utilize any AI in their platform yet. 2. The email delivery that they start with is done through a TLS encryption protocol so the dictation is secure and accurate. 3. If you wait even an hour after a meeting to dictate notes, 2⁄3 of your short-term memory is gone. Tweetable Quotes: ● “Mobile Assistant is designed to provide financial advisors primarily an easy, accurate way of documenting their client meetings.” – Corey Westphal ● “Instead of just hitting the record button, speaking, and free-form dictating your notes. Now you will be able to go into ‘The Assistant’ and be able to pick a template.” – Corey Westphal ● “We promise 8 business hours turnaround time. We operate at more like 4-5 business hours.” – Corey Westphal Resources Mentioned: ● Facebook – Jason Pereira’s ● LinkedIn – Jason Pereira’s ● <a href="http://FintechImpact.co" rel="nofollow" target="_blank">FintechImpact.co</a> – Website ● Linkedin –CoreyWestphal ● <a href="http://Mobileassistant.us" rel="nofollow" target="_blank">Mobileassistant.us</a> – Website Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Mobile Assistant with Corey Westphal (CEO) | E83