When it comes to their firm’s infrastructure, many financial advisors rely on the same paper files they’ve been using since they joined the industry. For some advisors, letting go of their paper is an unfathomable hurdle.
But other advisors—and their firms—recognize the benefits of document management. From immediately eliminating clutter to long-term benefits such as saving time, space and money, the return on investment with document management is quite impressive.
Stage 2 Planning Partners is one of those innovative firms achieving their goals thanks to document management. Founded by Principal Josh Patrick in 1997, the firm offers wealth management services for owners of closely held businesses, individuals and groups, focusing on a variety of strategic and financial issues.
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