How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity

In this episode of the Modern Financial Advisor Podcast, Ryan George, Chief Marketing Officer of Docupace shares how new digital document technologies are allowing financial advisors to automate the repapering process for transitions, improve productivity, and increase the speed of the new client onboarding process.

Ryan also shares the his top four indicators that an RIA or independent financial advisory firm may have productivity problems brewing.

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Disclosure
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice. 

Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed: 

• National Back Office Heroes Day - Celebrate the folks who help make your modern financial advisory business possible.
• Why Integrations are Essential to the Modern Advisory Firm - It is not enough to have two systems share information. Integration requires communication between systems. 
• How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential - Productivity isn't just about working more efficiently. Sometimes it is about letting someone else do the task.