Contemporaneous note taking associated with clients' transactions is a financial advisor's first line of defense in today's litigious society.
Thorough documentation shows you have acted as a prudent expert at every point in your relationship with a client. For example, accurate notes can demonstrate that you established the lawful source of funds and carefully outlined a client's risk position. Important as it is, note taking has always been consuming and tedious. Now, that has changed.  Data SecureEach recording of your meeting notes is transcribed by a person, not a machine, for greater accuracy. Our transcription center is located in the United States and staffed with well trained professionals capable of not just capturing the nuance of your notes but of transcribing them with proper English, spelling, and punctuation. Our transcription center complies with all governmental and industry privacy regulations. Each transcriber has a Tier Four security clearance. Once the transcriber saves the document, he or she is locked out, protecting the security of your client—and you.
Talk about EasyThe new MobiDic (Mobile Dictation) from PBNext makes contemporaneous note taking as easy as speaking out loud. It transforms your phone into a powerful note-taking machine, saving you countless hours of writing, transcribing, and archiving handwritten notes. Each meeting and conversation is memorialized in perfect English in an easy-to-read, easy-to-print digital document.
Fresh is BestThe sooner you memorialize your meetings, the greater the protection your documentation affords. With the MobiDic, your meeting notes are generated instantaneously, no matter where you are. You can dictate on the go—walking, riding in an elevator, or driving your car. You record every detail while it is fresh in your mind. No gaps, no mistakes, no delays. It's like having a personal assistant with you at all times—without the expense.
No Room for InterpretationHandwriting is as personal as a fingerprint. Normally, this is no problem. But when investigators, attorneys, or adjudicators are poring over your notes, the tiniest swerve of the pen can open the door for misinterpretation and misunderstanding. Not so with digital documents. Each letter and number is clear and irrefutable. The meaning of the document can be debated, but not what it says. Averting Legal Controversies: Practical Considerations for Reducing Your Liability Exposure– Presented by John J. Meyer, CLU, ChFC, AEP August 22, 2007
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