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: