Corey Westphal, CEO at Mobile Assistant @mobileassistCEO
Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them. mobileassistant.us Madison, Wisconsin Joined May 2023-
Tweets152
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Followers143
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Following1K
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Likes336
Spend time where it matters – with your clients.🤝 We embrace the human touch with U.S.-based transcriptionists to elevate your expertise to reliable, actionable plans. See what the Mobile Assistant difference can do for you: mobileassistant.us/mobile-assista…
Our evolution as a company is based on the ease of use for #advisors. A template-driven process, scalable with our Assistant Template Manager, combined w/ human quality note delivery results in structured, accurate data delivery of meeting notes.
Our evolution as a company is based on the ease of use for #advisors. A template-driven process, scalable with our Assistant Template Manager, combined w/ human quality note delivery results in structured, accurate data delivery of meeting notes.
What’s your firm searching for? 🤔 a. Efficiency b. Consistency c. Customizable software solutions d. All of the above Whatever you’re searching for, Assistant Template Manager is here to deliver. Learn more → mobileassistant.us/mastering-effi… #Finance #WealthManagement #Efficiency
We’ll be there! 🌊
Still reminiscing on the AMAZING time we had in San Diego attending #OrionAscent 2024 and another @RedtailCRM university!
Can I have my Notes delivered automatically to multiple email contacts? Yes! 😎 You can have up to 10 email addresses in your Note delivery list to automatically receive a copy of every Note you dictate.
We help financial advisors in a variety of business models reach success through efficient, time-saving technology. #advisortech #fintwit #whoweserve
It's the final hours of voting to see who reaches the finals of the #WealthTechMadness Tourney! The Elephant stampede has momentum! threecrownsmarketing.com/wealthtech-mad…… @mobileassistCEO @asset_map @RedtailCRM @ThreeCrownsLLC
They may be great partners of ours, but sometimes friends need to be dunked on.... cast your vote for the Elephant in this Final Four showdown! threecrownsmarketing.com/wealthtech-mad… #WealthTechMadness @mobileassistCEO @asset_map @RedtailCRM @ThreeCrownsLLC
It’s definitely on with our final 4 #wealthtechmadness opponent @AssetMapLLC! The gloves are off! #TikTok tiktok.com/t/ZTLMjTNc6/
@mobileassistCEO @asset_map @MobileAssistant Get it my friend! @MobileAssistant about to take it home
It's time for my friend @asset_map to feel the momentum of the Elephant in this #WealthTechMadness matchup! @MobileAssistant can't be stopped, won't be stopped! #fintech
It's time for my friend @asset_map to feel the momentum of the Elephant in this #WealthTechMadness matchup! @MobileAssistant can't be stopped, won't be stopped! #fintech
It's time to vote, Team @MobileAssistant 🐘 threecrownsmarketing.com/wealthtech-mad…
Is it time to update your firm's brand identity? Explore the Mobile Assistant rebrand with @mobileassistCEO and @johnellert of @ThreeCrownsLLC! threecrownsmarketing.com/blog/webinar-c…
After a crushing first round defeat of @CopytalkUSA, the team at @MobileAssistant has our sights on overcoming the defending #wealthtechmadness champions, @NitrogenWealth! The Elephant has some powerful momentum! Don't forget to Vote! lnkd.in/gbNhHhMa @ThreeCrownsLLC
It's time to vote! 🎉 #WealthTechMadness 2024 starts today. Let's decide on the best #fintech company of the year! threecrownsmarketing.com/wealthtech-mad…
Can we go back to #OrionAscent? Our own @redtailtech chatted with @wealth_report about highlights from last week, including: 💙AI & BeFi 📈 Post Trade Compliance 🏡 Estate Planning 🤖 Wealthtech Survey Results Read the full story: bit.ly/3Ttu9bI #OrionAscent
Love the first round match up. The Elephant has been training for years for this one! Let's GOOOO.
Love the first round match up. The Elephant has been training for years for this one! Let's GOOOO.
Another awesome conference in the books! Congrats to everyone on the Orion team for another successful conference! #OrionAscent
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Happy Birthday to my amazing son Dave ❤️🎂🙏 what a blessing you are to my life and to everyone that knows you…you’re truly one of a kind. I’m so happy your life is blessed by an incredible beautiful wife and soon a precious baby girl 💓. So much to look forward to. I love you…
So proud of this amazing woman graduating Summa Cum Laude from Jessup University with her psychology degree. She’s on her way to a Masters in Counseling with an emphasis in adoption trauma, and she’s an inspiration to us all. ❤️
Connect with @mobileassistCEO at #WMEDGE2024. ☀️ ELEVATE your #WealthManagementEDGE experience with 1:1 meetings scheduled through the ConnectMe event app. 📲 Learn more: informaconnect.com/edge/networkin… #FinTech #WMEDGE
I did it… I finally did it. I incorporated my horses into WealthStack 😂 (disclaimer, horses will not be present at the conference)
Are you ready to ride into the future of financial advice? ShannonRosic, Director of WealthStack Content and Solutions sheds some light into what you can expect at this year's event! Find out more here: spr.ly/6010bWYzp
Are you ready to ride into the future of financial advice? ShannonRosic, Director of WealthStack Content and Solutions sheds some light into what you can expect at this year's event! Find out more here: spr.ly/6010bWYzp
Today, I'm humbled to announce our new strategic relationship with @LPL ! Through LPL's Affinity Vendor Program, more than 22,000+ financial advisors will now have access to our trusted estate planning solution; empowering advisors to deliver more comprehensive planning and…
Performing at a high level both in the classroom and on the field takes an incredible amount of dedication to personal growth. So proud of @MaxKilloren and all other PHS students inducted into the National Honor Society tonight. #StudentAthlete @PHS_stitchball @ProdigyBasebal
Personally, I get tired of every meeting invite being labelled “meeting.” Better to get to the point on actually trying to accomplish
When you’re just absolutely IN it planning for your annual conference and you become unhinged, your friends start sending you meeting requests like this 😂 @jasonpereira you have the patience of a saint 🙏🏻
@johnellert @mobileassistCEO @MobileAssistant Ok I don’t know what that is but I want one
@mobileassistCEO @johnellert @MobileAssistant Umm 👋🏻 I would like to request one of these!
@mobileassistCEO @johnellert @MobileAssistant Hi can I have one of these shirts 🤣
the secret weapon for every advisor's #fintech stack and client experience...iykyk (they also have some great shirts)
Spend time where it matters – with your clients.🤝 We embrace the human touch with U.S.-based transcriptionists to elevate your expertise to reliable, actionable plans. See what the Mobile Assistant difference can do for you: mobileassistant.us/mobile-assista…
@MobileAssistant @mobileassistCEO See you there!
Replicate consistent processes across your organization, automate workflows, and focus on revenue growth with Assistant Template Manager.
We're less than a month away from #WMEdge2024 🎉 Find @mobileassistCEO on the Edge app and let's get connected!
@johnellert @jasonpereira @MichaelKitces Nothing quite like watching our industry thought leaders eat (torture themselves?) wings at 9am 😂
Top 10 Best Conferences for Financial Advisors: @Wealth__Edge Not sure if you should go? Read more about this conference and our other top conferences of 2024: threecrownsmarketing.com/blog/top-10-co…
What’s your firm searching for? 🤔 a. Efficiency b. Consistency c. Customizable software solutions d. All of the above Whatever you’re searching for, Assistant Template Manager is here to deliver. Learn more → mobileassistant.us/mastering-effi… #Finance #WealthManagement #Efficiency
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