@CopytalkUSA

"Putting the human touch back into transcription." 👊🏼 Obsessed with security, privacy & compliance.

 Sarasota, FL
copytalk.com/ct/
Joined September 2012
  • Tweets4.5K
  • Following1.5K
  • Followers624
2.3KMedia
What is a mistake you made that, in retrospect, you are grateful for?
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Copytalk@CopytalkUSA6 Jan 2023
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!
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Copytalk@CopytalkUSA6 Jan 2023
This is a great way to check out Orion/Redtail workflow process! Efficiency is the name of the game.
Copytalk@CopytalkUSA6 Jan 2023
Replying to @orionwealthtech
Great workflow process!
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Redtail CRM

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Copytalk@CopytalkUSA6 Jan 2023
Great workflow process!
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Didn’t get much work done today 💕💕
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Copytalk@CopytalkUSA22 Dec 2022
She's just precious! Enjoy every second!
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Some days you say your “I’m grateful for” things as your daily mantra, and other days you get on your knees and say how grateful you are for EVERYTHING. Even the wealthiest person cannot buy their health, their children’s health, nor their family’s health. I AM GRATEFUL.
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Copytalk@CopytalkUSA30 Nov 2022
#TRUTH
Copytalk@CopytalkUSA23 Nov 2022
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!
Copytalk@CopytalkUSA27 Sep 2022
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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Big news and a huge welcome to @RyanDetrick, who joins our team as Chief Market Strategist. Ryan’s role is all about advancing our research and investments team, delivering market insights, and driving growth for our partner firms. investmentnews.com/carson-gr…
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Copytalk@CopytalkUSA25 Jul 2022
Congratulations Ryan - welcome and looking forward to working together! Hope to meet you in Vegas!
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Copytalk@CopytalkUSA25 Jul 2022
We are so pleased to honor our CEO @CopytalkMaree for her leadership and inspiration as capture by her feature in @SuccessPitcher
Success Pitchers@SuccessPitcher22 Jul 2022
Replying to @CopytalkMaree
@CopytalkMaree is the CEO CTPRP is the CEO at @CopytalkUSA, to be featured on the cover of 🏅 𝐓𝐡𝐞 𝟏𝟎 𝐌𝐨𝐬𝐭 𝐈𝐧𝐬𝐩𝐢𝐫𝐢𝐧𝐠 𝐂𝐄𝐎𝐬 𝐢𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐨𝐥-𝟏 🏅 by 𝑺𝒖𝒄𝒄𝒆𝒔𝒔 𝑷𝒊𝒕𝒄𝒉𝒆𝒓𝒔 cutt.ly/zL4XUWg #inspiringceo #inspiringwomen
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Copytalk@CopytalkUSA25 Jul 2022
I am very grateful!
Copytalk retweeted
Copytalk@CopytalkUSA25 Jul 2022
We are so pleased to honor our CEO @CopytalkMaree for her leadership and inspiration as capture by her feature in @SuccessPitcher
Success Pitchers@SuccessPitcher22 Jul 2022
Replying to @CopytalkMaree
@CopytalkMaree is the CEO CTPRP is the CEO at @CopytalkUSA, to be featured on the cover of 🏅 𝐓𝐡𝐞 𝟏𝟎 𝐌𝐨𝐬𝐭 𝐈𝐧𝐬𝐩𝐢𝐫𝐢𝐧𝐠 𝐂𝐄𝐎𝐬 𝐢𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐨𝐥-𝟏 🏅 by 𝑺𝒖𝒄𝒄𝒆𝒔𝒔 𝑷𝒊𝒕𝒄𝒉𝒆𝒓𝒔 cutt.ly/zL4XUWg #inspiringceo #inspiringwomen
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Replying to @CopytalkMaree
@CopytalkMaree is the CEO CTPRP is the CEO at @CopytalkUSA, to be featured on the cover of 🏅 𝐓𝐡𝐞 𝟏𝟎 𝐌𝐨𝐬𝐭 𝐈𝐧𝐬𝐩𝐢𝐫𝐢𝐧𝐠 𝐂𝐄𝐎𝐬 𝐢𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐨𝐥-𝟏 🏅 by 𝑺𝒖𝒄𝒄𝒆𝒔𝒔 𝑷𝒊𝒕𝒄𝒉𝒆𝒓𝒔 cutt.ly/zL4XUWg #inspiringceo #inspiringwomen
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Copytalk@CopytalkUSA25 Jul 2022
Thank you so much for this honor! I'm grateful to work with such an incredible team who are so dedicated and loyal!
Copytalk@CopytalkUSA22 Jul 2022
This is awesome information.. Check out our partnership with @FemaleAdvisorNetwork and @Wealthbox ! So grateful to be part of these incredible partnerships!
Female Advisor Network@female_advisors21 Jul 2022
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/
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"Call it magic, call it true", or how to enrich your #videoondemand for better #accessibility and #inclusivity? Scale and increase your audience reach with #captions and foreign #subtitles. To know more: shorturl.at/dsV01 #translation #transcription #captioning #subtitling
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Copytalk@CopytalkUSA20 Jul 2022
Copytalk is so proud to partner with @syncwords - bringing you a one stop shop for all your transcription, captioning and foreign #subtitles!
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I love yoga and this weekend I went outside my comfort zone and tried Aerial Yoga and lived to tell my story!
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Have to find that bungee yoga.
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Copytalk@CopytalkUSA5 Jul 2022
Let me know when you do.. there's one in Tampa!
Copytalk@CopytalkUSA30 Jun 2022
True or False? As of summer 2020, #wealthmanagers must provide clients with a #FormCRS.
100%True
0%False
2 votes • Final results
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Copytalk@CopytalkUSA29 Jun 2022
Listen to our CEO @CopytalkMaree! She knows what she's talking about. Take a look at our full list of services. bit.ly/3OMqJwM
Maree Moscati@CopytalkMaree29 Jun 2022
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

CFP Board Suspends Rep Charged in SEC’s First Reg BI Case

Patrick Egan’s interim suspension went into effect on June 21. Egan is a representative with the California-based firm Western International Securities, which was also named in the SEC's complaint.

wealthmanagement.com
Copytalk@CopytalkUSA28 Jun 2022
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
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Replying to @CopytalkMaree
That is wild. How did you like it? Was it fun???
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Copytalk@CopytalkUSA28 Jun 2022
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!
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Copytalk@CopytalkUSA23 Jun 2022
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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