{"id":6448,"date":"2025-01-20T16:38:51","date_gmt":"2025-01-20T16:38:51","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/when-you-stop-sending-paper-reports-you-deprive-clients-of-15-things\/"},"modified":"2025-01-20T16:38:52","modified_gmt":"2025-01-20T16:38:52","slug":"when-you-stop-sending-paper-reports-you-deprive-clients-of-15-things","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/when-you-stop-sending-paper-reports-you-deprive-clients-of-15-things\/","title":{"rendered":"When You Stop Sending Paper Reports, You Deprive Clients Of 15 Things"},"content":{"rendered":"<p>Paperless reporting is becoming incredibly popular.<\/p>\n<p>It&#8217;s an epidemic, really.<\/p>\n<p>I&#8217;ve spoken with advisors who&#8217;ve completely &#8220;stopped generating performance reports&#8221; in exchange for <a href=\"http:\/\/www.blueleaf.com\/advisor\/features\/\" target=\"_blank\" rel=\"noopener noreferrer\">online tools that automatically generate them<\/a>. Crazy. Some advisors told me\u00a0<a href=\"http:\/\/blog.blueleaf.com\/two-advisors-who-dont-hate-april\/\" target=\"_blank\" rel=\"noopener noreferrer\">they&#8217;re actually enjoying the end of Q1<\/a>.\u00a0Heck, advisors are even\u00a0<a href=\"http:\/\/pages.blueleaf.com\/free-guide-how-financial-advisors-go-paperless\" target=\"_blank\" rel=\"noopener noreferrer\">transitioning their office to paperless<\/a> altogether as a way to &#8220;be more efficient&#8221;.<\/p>\n<p><strong>We get it.<\/strong>\u00a0There&#8217;s an argument to be made. You can save months of reporting time per year, save money with more efficient processes, your team saves weeks of frustration and chaos, etc. Sure. We understand. And when advisors are ready to make this happen in their business, Blueleaf is surely here to help <a href=\"http:\/\/pages.blueleaf.com\/free-trial-paperless-reporting-and-aggregation\" target=\"_blank\" rel=\"noopener noreferrer\">make the transition incredibly simple and painless<\/a>.<\/p>\n<p><strong>But what do you give up?\u00a0<\/strong>There has to be something your clients will miss.<\/p>\n<p>Yes. There are a few things, so I want to be upfront and honest about what those typically are. Before you proceed into the world of &#8220;paperless reporting&#8221;, be forewarned:<\/p>\n<h3><strong>15 Things &#8220;Paperless Reporting&#8221; Can&#8217;t Give Clients<\/strong><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4290\" alt=\"BLOG paper gift.1\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.1.png\" width=\"508\" height=\"449\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4294\" alt=\"BLOG paper gift.2\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.2.png\" width=\"595\" height=\"404\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4292\" alt=\"BLOG paper gift.3\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.3.png\" width=\"507\" height=\"441\" \/><a href=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4293\" alt=\"BLOG paper gift.4\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.4.png\" width=\"621\" height=\"478\" \/><\/a><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4291\" alt=\"BLOG paper gift.5\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.5.png\" width=\"580\" height=\"450\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4296\" alt=\"BLOG paper gift.6\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.6.png\" width=\"597\" height=\"647\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4298\" alt=\"BLOG paper gift.7\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.7.png\" width=\"572\" height=\"463\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4297\" alt=\"BLOG paper gift.8\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.8.png\" width=\"618\" height=\"508\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4299\" alt=\"BLOG paper gift.9\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.9.png\" width=\"594\" height=\"531\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4295\" alt=\"BLOG paper gift.10\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.10.png\" width=\"568\" height=\"395\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4301\" alt=\"BLOG paper gift.11\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.11.png\" width=\"509\" height=\"616\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4302\" alt=\"BLOG paper gift.12\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.12.png\" width=\"595\" height=\"460\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4304\" alt=\"BLOG paper gift.13\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.13.png\" width=\"560\" height=\"577\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4303\" alt=\"BLOG paper gift.14\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.14.png\" width=\"617\" height=\"593\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4300\" alt=\"BLOG paper gift.15\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gift.15.png\" width=\"617\" height=\"394\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-4305\" alt=\"BLOG paper gifts finale.003\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/BLOG-paper-gifts-finale.003.png\" width=\"645\" height=\"200\" \/><br \/>\n<!--HubSpot Call-to-Action Code --><br \/>\n<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-4d4708ad-8593-406d-8862-567a15339587\"><br \/>\n<span class=\"hs-cta-node hs-cta-4d4708ad-8593-406d-8862-567a15339587\" id=\"hs-cta-4d4708ad-8593-406d-8862-567a15339587\"><br \/>\n<!--[if lte IE 8]>\n\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n\n<![endif]--><br \/>\n<a href=\"http:\/\/cta-redirect.hubspot.com\/cta\/redirect\/114468\/4d4708ad-8593-406d-8862-567a15339587\"><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-4d4708ad-8593-406d-8862-567a15339587\" style=\"border-width: 0px;\" alt=\"\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/4d4708ad-8593-406d-8862-567a15339587.png\" \/><\/a><br \/>\n<\/span><br \/>\n<script charset=\"utf-8\" type=\"text\/javascript\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\">\/\/ \nhbspt.cta.load(114468, '4d4708ad-8593-406d-8862-567a15339587');\n\/\/ <\/script><br \/>\n<\/span><br \/>\n<!-- end HubSpot Call-to-Action Code --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Paperless reporting is becoming incredibly popular. It&#8217;s an epidemic, really. I&#8217;ve spoken with advisors who&#8217;ve completely &#8220;stopped generating performance reports&#8221; in exchange for online tools that automatically generate them. Crazy. Some advisors told me\u00a0they&#8217;re actually enjoying the end of Q1.\u00a0Heck, advisors are even\u00a0transitioning their office to paperless altogether as a way to &#8220;be more efficient&#8221;&#8230;.<\/p>\n","protected":false},"author":2,"featured_media":6466,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[28],"tags":[],"class_list":["post-6448","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-communicating-with-clients"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6448","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=6448"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6448\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/6466"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=6448"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=6448"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=6448"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}