Free Webinar Nov 14th on Mobile Dictation Services: Is Your Firm at Risk?

If you missed the October webinar, here’s your second chance to learn about mobile dictation services.

Is your firm at risk?

Join me for this informative webinar on November 14th!

Please register for Mobile Dictation Services: Choices & Challenges w/ Dr. David Lawrence on Nov 14, 2013 12:00 PM CST at:

Most advisors don’t know or even think about the risks that using mobile dictation services pose! Join Dr. David Lawrence as he shares what he learned researching the security issues for his latest white paper on Mobile Dictation Services: Choices & Challenges.

He will be joined by Maree Moscati and Baird Juckett of Copytalk, LLC, and Marie Swift of Impact Communications to talk about this important topic.

Dr. David Lawrence is a nationally recognized expert on operational efficiency for the financial services profession. With many years of experience in integrating technological systems with management needs, he offers a unique perspective on the use of technology as a leadership tool. He has been frequently quoted by such national publications as Barron’s, Financial Planning Interactive, USA Today, and The Wall Street Journal Online among others. He has written articles for Practice Lifecycle, the Investment Management Consultants Association (IMCA) Monitor, The Virtual Office Newsletter and Turning Point Inc. Newsletter. He has also made frequent appearances on NBC and FOX television affiliates. He is a sought after public speaker on a variety of leadership, financial and technical topics. Dr. Lawrence is also a monthly columnist and contributing editor for Financial Advisor Magazine (

Join us for a discussion of his recent research into efficient and secure mobile dictation solutions, including how to:

– Increase productivity, efficiency and profitability
– Reduce operating expenses
– Ensure regulatory compliance
– Reduce risk

Only 100 seats available. 

Register now for the November 14th presentation:

After registering, you will receive a confirmation email containing information about joining the webinar.


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