Скачать или смотреть How to Run a Paperless Financial Advisory Practice in 2025

You’re drowning in forms, PDFs, and endless printing… while other advisors are running their practice 100% paperless.

Meanwhile, you’re stuck digging through file cabinets, wasting hours every week on admin work that could’ve been automated YEARS ago.

Here’s how to fix it:

✅ Go Digital First – Stop printing! Scan new forms or request them electronically. Store them in a secure digital folder system.

✅ Adopt E-Signatures – DocuSign, Adobe Sign… whatever you use, just stop mailing and faxing.

✅ Automate File Organization – Set up labeled folders or use a CRM. Make it easy to find what you need in seconds.

📌 Do this, and suddenly you’ll have more time, a clutter-free office, and clients who actually respect your efficiency.

Old-school advisors are getting left behind. You don’t have to be one of them.

#Finance #FinancialAdvisor #Productivity #BusinessGrowth #Entrepreneur