Get Your Documents Digitized
Spend the money to have the documents digitized, so you can access them at a moment's notice. --Michael A. Bell
Once you've freed yourself from the burden of time-wasting administrative tasks, look for ways to manage the functions you need to retain clients more efficiently. The key to making your business run faster and smoother is technology. The word still elicits dread from many advisors—particularly the more seasoned ones—but you simply cannot afford to resist the global trend of automation.
You don't need to immerse yourself in technology all at once; you can dip your toe in the water by making small changes. If your client files occupy 20 drawers in four different cabinets, chances are you spend countless hours digging through them to locate the documents you need. Spend the money to have the documents digitized, so you can access them at a moment's notice. Besides saving yourself time and effort, you will also be able to respond more quickly to your clients' requests.
-Michael A. Bell, president and chief executive officer of Curian Capital, in Action Strategies to Improve Profitability
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