Wishing all of you and your families a very Happy Thanksgiving. All of us at Copytalk Mobile Transcription are grateful to those we serve and are blessed to have you as our valued clients!
AS HURRICANE IAN APPROACHES FL, PLEASE KNOW OUR MAIN CONCERN IS FOR THE SAFETY OF OUR EMPLOYEES - OUR CORP OFFICES, LOCATED IN SARASOTA, FL WILL BE CLOSED TODAY (9/27) @ NOON. OUR TRANSCRIPTION FACILITIES WILL REMAIN OPEN AS LONG AS OUR EMPLOYEES ARE SAFE
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There is still time to register for our #RegBI webinar. These guidelines will ensure you don't run into SEC regulation issues. Tune in today! bit.ly/3xvZ1xe #compliance #security #transparency
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How secure are your third party vendors? We @CopytalkUSA take your privacy and security very seriously - read on: copytalk.com/ct/in-the-news/…
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The new SEC #RegBI rules establish industry-wide standards to ensure brokers put the best interests of their clients first. #Wealthmanagers, join @CopytalkMaree & @OysterLLC for a webinar on how to navigate the increased transparency. Register: bit.ly/3xvZ1xe
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Join us for our next webinar where CEO @CopytalkMaree will discuss our the benefits of our #mobile dictation guides. This tool will simplify the process of taking notes during client meetings, setting agendas, and #dictation. Register: bit.ly/3xelmiJ #compliance #RegBI
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We are committed to providing #CFPs & financial professionals with continuing education content that includes the latest information and industry standards. Register for the next session on June 16! bit.ly/3aHUxvF #financialadvisors #wealthmanagers #continuinged
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The one thing that allows us to keep growing and provide the best services for our #clients is to always come back to our mission statement. Here at Copytalk, we hear you, and we believe #success is the synergy of #productivity and #compliance. vimeo.com/462739096
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Replying to @CopytalkMaree
@CopytalkMaree will be a speaker for Connecting With Confidence hosted by @SellingInASkirt. It’s time to CONNECT WITH CONFIDENCE and hear the stories, strategies and successes that are waiting for you! Join me on May 19th from 11-1 eastern/10-2 central: bit.ly/femalelead-summit
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Meet Sean Atkinson, an Ocala, Florida native, who has been working for Copytalk since 2015. Sean has been able to provide countless #insights and #support for both Copytalk and its employees, and it was a joy to #interview him! Read Sean's feature here! lnkd.in/gJxV_XHj
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Join us for our live webinar with @Wealthbox on May 18th at 2pm EST! @CopytalkDeanna and @ChrisKopanski will dive into how the integration between CopyTalk's patent pending "CopyTalker" technology and Wealthbox can help advisors. Register here! lnkd.in/gNGqtSKb
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