Why Financial Advisors Need Digital Documentation

I’ve been learning more about mobile dictation – both the benefits and the risks.

This article published November 13, 2013, by Financial-Planning.com “Why Advisors Need Digital Documentation” focuses mostly on the benefits … but there are also risks.

If you missed the webinar I hosted earlier this week in partnership with Dr. David Lawrence, founder of The Efficient Practice, you might be interested in accessing the following:

Mobile Dictation Risks – Webinar recording

Mobile Dictation Risks – Slides as PDF


Mobile Dictation Risks – Research Paper written by Dr. Lawrence

Interesting analysis from “the efficiency doctor”.

See also these posts with comments from industry thought leaders JoAnn Day of Trumpet, Inc. (a workflow expert) and also Ron Carson of Peak Advisor Alliance (a Barron’s top advisor and advisor coach):

Day’s comments in Journal of Financial Planning article – Your fairy godmother is here to grand you 3 productivity wishes: http://ow.ly/qT5iC

Read Carson related post: http://ow.ly/qT55q
Listen to audio w/ Ron Carson at live event: http://ow.ly/qT55r

Finally, here’s another interesting / related post on the T3 Enterprise Conference blog: http://blog.financelogix.com/conference/?p=62

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