"Putting the human touch back into transcription." 👊🏼 Obsessed with security, privacy & compliance.
Sarasota, FL
Joined September 2012
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Ha! great question! I'd say all of them as every mistake takes you down the trail of not repeating the same mistake and continually trying harder and/or different things to garner the result you wish to have!
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!
Thank you so much for this honor! I'm grateful to work with such an incredible team who are so dedicated and loyal!
This is awesome information.. Check out our partnership with @FemaleAdvisorNetwork and @Wealthbox ! So grateful to be part of these incredible partnerships!
Best part of our Partner Marketplace is the number of companies in it that integrate with one another!
Our partner, @Wealthbox has webinar replays containing information about their integration with @CopytalkUSA & @DataPts among many others!
For more⬇️
wealthbox.com/webinars/
Copytalk is so proud to partner with @syncwords - bringing you a one stop shop for all your transcription, captioning and foreign #subtitles!
True or False? As of summer 2020, #wealthmanagers must provide clients with a #FormCRS.
100%True
0%False
2 votes • Final resultsListen to our CEO @CopytalkMaree! She knows what she's talking about. Take a look at our full list of services. bit.ly/3OMqJwM
More reports of the CFP Board suspending reps charged in SEC’s #RegBI cases. I can't stress enough how important it is to document your client engagements using #transcription services so there is no doubt what's been discussed during these meetings. bit.ly/3R1wzwq
On the heels of the 2nd anniversary of #RegBI, we're sharing a .@Skience article that breaks down top 10 #RegBI compliance issues that #wealthmanagers should know. No. 1 & 2 discuss disclosure obligation which is our specialty. bit.ly/3OJOhTD
It was awesome. Not as hard as I thought it would be as the teacher was super at walking you through the poses. I was thinking about you and the bungee workout you showed me.. that's next on my bucket list!
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
We celebrated #PrideMonth in the office with color and crafts. Our goal is to build an inclusive environment for all to feel welcome, respected, and valued, as not only employees, but as individuals. Happy #PrideMonth bit.ly/3QS0mrl
