Copytalk Launches “Conversations with Icons” Series

SARASOTA, Fla., April 4, 2014 /PRNewswire/ — Copytalk, LLC, the leading provider of secure transcription services for financial advisors, today announced the launch of the “Conversations with Icons” series. The first three installments feature Barron’s top-ranked advisor Ron Carson, efficiency expert Bill Good, and industry technology guru David Drucker, all of whom offer advisors simple actionable techniques for working smarter and accomplishing more.

The initial Industry Icons conversations are slated to publish as follows:

  • April 3, 2014Ron Carson, CFP, ChFC, CFS
    • Top Advisor and Industry Thought Leader
    • Book Author and Industry Columnist
    • Motivational and “How To” Speaker
    • Founder and CEO, Carson Institutional Alliance
    • Founder and CEO, Peak Advisor Alliance

In a 10-minute conversation with show host Marie Swift, an industry consultant who is well-known in the independent financial advisory world, Carson shares how he stays on track, maintains his motivation and gets so much done in a day. Carson offers ideas so that other advisors can achieve an ever-higher level of success.

In a 13-minute conversation with show host Marie Swift, Good shares practical tips for improving productivity using both high-tech and low-tech tools – some of which may surprise you. “We all have to get more done in less time,” Good says. “Here’s how I manage the demands of running my own company.” Hint: Sometimes the simplest solutions are best.

  • June 3, 2014David Drucker
    • Co-Producer, Technology Tools for Today conferences
    • Editor, Technology Tools for Today newsletter
    • Book Author and Industry Columnist

In this 8-minute conversation with show host Marie Swift, Drucker tells financial advisors how to use the same technology and solutions he uses to be his most productive best. As someone who has devoted the last 10 years of his life studying and recommending tech solutions to financial advisors, this segment is not to be missed.

To access the Industry Icons series, visit

About Copytalk, LLC
Copytalk, LLC, based in Sarasota, Florida, provides industry-leading, secure transcription to financial services professionals. Since 2001, the firm has served tens of thousands of clients across a broad range of institutions. For client-focused financial professionals, Copytalk is able to securely deliver transcribed notes or enter them directly into their CRM systems.  Copytalk is unique in that all work is transcribed in US-based, secured, monitored facilities, rather than in home-based or overseas environments like most other transcription services. For more information, visit

Leslie Swid
Impact Communications
(913) 649-5009

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SOURCE Copytalk, LLC

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