on’t compare yourself to others, only • D to yourself. • Don’t beat yourself up. Acknowledge your mistakes and move on. Let me repeat, we all fall into this way of thinking from time to time. How could we not? Our culture and our nature are both working every day to convince us we’re victims. Don’t buy it! Don’t give up control of your situation like that. Own your successes AND your failures. As another of my mentors used to say, “It’s an ugly baby, but it’s your baby!” Change the things that are within your control, and accept the things that are not.
You’ll be much happier, and you’ll find your failures are merely stepping stones on the path to your success. Paul Mallett, RFA®, is Senior Vice-President and Chief Operating Officer of Postema Marketing Group, a nationally-recognized independent marketing organization providing product support and business consulting services for independent advisors. Paul is a regular blogger and contributor to a variety of industry publications and social media platforms.
Paul Mallett, RFA®
Contact: 877.512.9287 pmallett@pmg1.com www.pmg1.com
COMPLIANCE, TECHNOLOGY, AND YOUR PRACTICE HOW DO YOU MANAGE IT ALL? MAREE MOSCATI, CEO, COPYTALK schedule. And, schedule. of course, And, of onecourse, of theone primary of thereasons primary forreasons for documentation documentation is compliance. is compliance. Always assess Always the assess securitythe ofsecurity any of any transcription transcription service. service. Security Concerns Security Concerns
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Once you've Once made you've the decision made thetodecision allow technology to allow technology to enhanceto enhance your time, your efficiency time, and efficiency compliance and compliance regulations,regulations, you will want you will want to find a transcription to find a transcription service thatservice sets industry that setsstandards industry within standards within the world of thefinancial world ofservices. financial services. Affordability Affordability is the mostisobvious the mostelement obviousanelement advisoran willadvisor will consider. Aconsider. transcription A transcription service frees service up you frees andupyour youadvisors and your advisors to spend more to spend valuable moretime valuable doingtime revenue-generating doing revenue-generating work. work. The value The of your value documentation of your documentation is directly proportional is directly proportional to to the accuracy theofaccuracy the documents. of the documents. Make sureMake the service sure the youservice are you are you choose sure you a business choose agrade business solution gradethat solution meetsthat meets consideringconsidering is a business is asolution businessand solution not a simple and notconsumer a simple consumer Make sureMake all of your all requirements. of your requirements. one. For example, one. Forare example, their transcriptionists are their transcriptionists trained to trained to understandunderstand your common yourterminology? common terminology? Maree Moscati Mareeis Moscati CEO ofisCopytalk. CEO of Copytalk. Copytalk isCopytalk the leading is the leading AvailabilityAvailability is another is important another important factor to consider. factor toIdeally, consider. Ideally, mobile transcription service within service the within financial theservices financial services your transcription your transcription service canservice receivecan dictation receivewithout dictation without mobile transcription Maree industry. holds Maree FINRA holds Series FINRA 24, 7Series & 6324, licenses 7 & 63 and licenses and interruption. interruption. A service that A service allowsthat youallows to dictate you on to dictate the go is on the goindustry. is comes 23 years fromof23service years within of service the within Financial the Services Financial Services even better, even allowing better,you allowing to callyou in from to call a mobile in fromdevice a mobile as you device ascomes you from Industry. Industry. drive between drivemeetings betweenor meetings wait forora client wait for to aarrive. clientThe to arrive. most The most efficient service efficient is one service thatisworks one that on and works with onyour and own with your own Page 32
Visit http://www.copytalk.com/IARFC Visit http://www.copytalk.com/IARFC or call Mike or call O'Neill Mikeat O'Neill 267-9825 at 267-9825 ext 427 ext orRegister 427 or | July-August 2014 The mike.oneill@copytalk.com mike.oneill@copytalk.com