By: Corey Westphal, CEO, Mobile Assistant
Our CEO, Corey Westphal, describes the impact of Mobile Assistant's latest innovations on replication of process for advisors and teams...
Once an advisor implements a process that accomplishes a specific goal, an essential next step is the replication of that process to maintain consistent best practices. A great example is the client engagement routine.
Many financial advisors work for years perfecting their client engagement routine and accompanying processes, including the capture and subsequent documentation of the following types of interactions: Discovery Meeting, Phone Call, Annual Review, Activities/Tasks and others. Dictation solutions provide an enormous efficiency gain by helping advisors with the capture and documentation of this information.
Until now, the dictation process has been unscripted and unstructured. Advisors utilizing dictation technology are responsible for the organization of the information, with no roadmap or script to ensure details aren’t lost. Free form dictation leaves room for missed information, delivered in an unstructured format, making the identification of the most important documentation difficult. Mobile Assistant believes there is a better way.
After decades of stagnant dictation technology available to advisors, an evolution is finally here in the form of customizable, built-in Assistant templates using the Talk It app by Mobile Assistant. This innovative dictation template system provides a straightforward way of customizing, and then sharing best practice templates with an advisor team. Replicating the client engagement process just got easy.
Assistant templates can be created for every type of client interaction. The Discovery Meeting is a great example of a client interaction that can be built as an Assistant template, customized with specific questions, which can then be shared with a team. The documentation of every client interaction can now be scripted, so important details don’t slip through the cracks, and the data is delivered back to the advisor in an organized, replicable way.
In the example below, the Discovery Meeting template is accessed in the Assistant section of the Mobile Assistant Talk It app, and once selected, prompts appear on the screen that are scrolled through as the dictation is completed. Each question is read, followed by the corresponding answer. The professional team at Mobile Assistant accurately types and quality reviews the submitted dictation, documenting the information accurately and delivering the content in an organized, structured, templated format. Process, replicated.
With the 2021 launch of the Assistant Template Manager (ATM), customizing, and then sharing Assistant templates can now be accomplished online. Assistant templates can be built, and with a click of a button, shared, with every advisor on the team.
Replicating process with Mobile Assistant has resulted in the streamlining of a multi-level client service approach for one of the fastest growing wealth management firms, 10B Allworth Financial. Download their success story today to learn first-hand the impact of the elephant!
Mobile Assistant is excited for advisors to experience our latest technology innovations, and our Success Team is here to provide a free coaching session to discuss your unique client engagement process, and then build your Assistant templates to meet the needs of both you and your clients.
Visit www.mobileassistant.us to get your Free Trial, register for a free coaching session and start replicating process today.