Hi everyone, I am a staff writer for RR mag. I wrote a newsletter about "paperless" offices and document management, http://registeredrep.com/wealthmanagement/cost_of_paper_02_27_2008/
I am working on a story that will go into greater detail about how to go paperless, someissues to consider,andsomehelpful resources (software, books, etc.)for advisors to use.
So if youhaveused document managementsoftware or a resource that you found particularly useful, perhaps you wouldn't mind sharing it with me (off the record of course).
Also I would love to hear your stories of why and how you instituted digital document management (how long did it take, quantify your return on investment, or how it benefitted your business). And if you haven't considered a document management solution, why not?
Please keep in mind, RR magwriters appreciate your input and respect your privacy. Thanks