When You Stop Sending Paper Reports, You Deprive Clients Of 15 Things

3 MIN READ

Last Updated on July 20, 2020 by John Prendergast

Paperless reporting is becoming incredibly popular.

It’s an epidemic, really.

I’ve spoken with advisors who’ve completely “stopped generating performance reports” in exchange for online tools that automatically generate them. Crazy. Some advisors told me they’re actually enjoying the end of Q1. Heck, advisors are even transitioning their office to paperless altogether as a way to “be more efficient”.

We get it. There’s an argument to be made. You can save months of reporting time per year, save money with more efficient processes, your team saves weeks of frustration and chaos, etc. Sure. We understand. And when advisors are ready to make this happen in their business, Blueleaf is surely here to help make the transition incredibly simple and painless.

But what do you give up? There has to be something your clients will miss.

Yes. There are a few things, so I want to be upfront and honest about what those typically are. Before you proceed into the world of “paperless reporting”, be forewarned:

15 Things “Paperless Reporting” Can’t Give Clients

BLOG paper gift.1BLOG paper gift.2BLOG paper gift.3BLOG paper gift.4BLOG paper gift.5BLOG paper gift.6BLOG paper gift.7BLOG paper gift.8BLOG paper gift.9BLOG paper gift.10BLOG paper gift.11BLOG paper gift.12BLOG paper gift.13BLOG paper gift.14BLOG paper gift.15
BLOG paper gifts finale.003








Author

  • Carolyn McRae

    Carolyn is Blueleaf's in-house marketing guru. She writes on The Blueleaf Blog to make advisors' lives easier, offering practice management and client engagement tips where and when they're useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!

Get NEW posts and shows delivered to you.

The Augmented Advisor blog and podcast help financial advisors learn ways to improve their business with in-depth content from the industry's leading thinkers

We don’t spam! Read our privacy policy for more info.

Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
BlueLeaf
BlueLeaf
icon-angle icon-bars icon-times