In this episode, Corey Westphal, CEO of Mobile Assistant, talks about his company’s rebranding journey with hosts Brodrick Lothringer and Johnny Sandquist.
Corey Westphal, the CEO and founder of Mobile Assistant, has been a driving force in the world of dictation services for over a decade. With a background in medical transcription, Westphal has adapted his expertise to cater to the financial industry, helping advisors accurately document their client interactions. His focus on template-driven processes and integration with CRM partners has made Mobile Assistant an essential tool for financial advisors, streamlining their workflow and maximizing efficiency.
On this episode of “On the Circuit,” Westphal discusses what brought Mobile Assistant this far, why they decided to rebrand, and what the process has looked like to bring their company in line with the new look and messaging.
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