We love speaking with advisors about tools and resources they can use to save time and be more productive.
One set of tools that come up frequently are voice-to-text and dictation services. In fact, adopting dictation services is Tip #3 in our eBook on productivity tips for advisors (see below how you can get the eBook for free).
So you want to try and dictate client meeting notes, but don’t yet know what service to use. Or perhaps you identified a service, but the trial period is too short or the recording length is too limited to gain any useful experience.
We’ve teamed up with Mobile Assistant, one of the leading transcription services with a history of serving financial and medical professionals, to give FPPad subscribers free, unlimited use of the service for 30 days. Mobile Assistant’s standard trial is 20 minutes of dictation, so you can get 20,000 times more use out of the service through this offer!
How To Get The Free Trial
Here’s what you need to do to get the free trial.
1. You must be an FPPad subscriber to receive the free trial. Subscribing to the FPPad newsletter is free.
- New subscribers: Fill out the form below
before Saturday, November 13 before Wednesday, December 1. We need your name, the e-mail address where you want Mobile Assistant reports sent, and the phone number you want to register with the service. We strongly recommend a direct phone number and not a general office number, as Mobile Assistant will verify your account by Caller ID when you call in to the service. Also, as a thank you for subscribing, your welcome e-mail will include a link to download our eBook 7 Essential Tips For The Productive Advisor.
- Existing subscribers: Click the subscriber option link on the bottom of a recent email from us to update your information. Click the edit contact information link and add the phone number you wish to use for the Mobile Assistant trial.
2. Mobile Assistant will create accounts using your subscription information. An invitation will be sent out to the e-mail address provided with a welcome message and a user guide within about 24 hours.
3. Activate your account and do as much dictation as you like for 30 days.
4. At the end of the 30 day trial, you’ll receive a link to a short survey requesting your feedback on the dictation service.
5. After completing the survey, you’ll receive a coupon code for a discounted subscription to Mobile Assistant should you wish to continue using the service.
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