15. Corey Westphal’s Vision for the Future of Finance: Mobile Assistant’s Rebrand

On the Circuit
04/05/2023 27 min

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Episode Synopsis

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, Corey has adapted his expertise to cater to the financial industry, helping advisors accurately document their client interactions. His focus on template-dr...

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