Small advisory firm sees big benefits from going paperless

08/28/2013 | Financial Advisor online

Chal Daniels, owner of Harvest Financial, a small advisory firm, has cut many expenses by going paperless, but the big benefit is gaining the ability to give more attention to clients. "By going paperless, I can spend more time with clients listening and finding their solutions," he says. "That is what any office system is all about."

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