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

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

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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!
  • Josh Kettleson

    Your clients want to read your paper reports like I want to read the explanation of benefits summaries my insurance company sends me every time I go to the doctor. If you are a RIA firm, you need to invest in BlueLeaf. (unless your in my area, then don’t 🙂 )

    • Wait… you DON’T enjoy medical paperwork? Physicals are my favorite time of year for that reason alone. (Apologies; can’t seem to stop the sarcasm today.)

  • Marty Morua

    And the ticker tape parades

    Being fortunate to live in New York City, and having been even more fortunate to work on Wall Street in the 90’s, I was able to see a few of these “Ticker Tape” parades. This was the neighborhood where the parades were held and the few times I saw them were courtesy of New York Yankees.

    Good post Carolyn & certainly not what I was expecting!

    Cheers, from NYC