As individuals in the wealth management industry, we excel at advising people what to do with their money. But how did we get here? Money Chronicles aims to personalize the industry with featured guests sharing their unique stories and experiences with money, from piggy banks to 401(k)s.
Corey Westphal learned his work ethic from a young age. First, it was the farm chores — helping his siblings take care of sheep and horses. Then, he turned to sports and what he considers his first real job, offering tennis lessons.
Now, as CEO and founder of Mobile Assistant, Corey uses those early lessons to fuel his drive to create the wealth management industry’s leading human-powered dictation solution.
What began as a joint venture with his father in the medical industry quickly transformed into an innovative tech solution built to exclusively serve the needs of high-performing financial advisors and their teams. And with an Open API on the horizon, Mobile Assistant is positioning itself to become even more valuable to the advisors it serves.
Corey joins co-hosts Johnny Sandquist of Three Crowns Marketing and Torie Happe of Holistiplan to discuss learning work ethic in your first job, investing in technology and the power of human oversight.
Click “play” above to listen to the full episode. For more personal money stories from industry friends and experts, subscribe to Money Chronicles wherever you listen to podcasts.
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