The Struggles of Document Signing
You’re a financial advisor, not a document chaser. But too often, the reality is that you spend more time running after signatures than you do working on client strategy. If you’re old school, you know the routine—print, sign, scan, email, wait for the back-and-forth, repeat.
Here’s the thing—getting a document signed should be easy. Your client shouldn’t have to dig through piles of paper just to find a document they need to sign. And, really, you
shouldn’t be spending hours following up, either. The reality is the traditional signing process just doesn’t cut it anymore.
How to Take Back Control (and Your Time)
Here are a few tips to streamline your signing process and avoid it turning into a bad reality show you can’t escape from:
1. Go Digital:
Digital document signing isn’t just more efficient—it’s also more secure. Use digital
signature solutions to ensure your clients can easily sign from anywhere, any time.
No more chasing down signatures or waiting for the mail to arrive.
2. Set Expectations Early:
When you send over documents for review, set a clear deadline for signing. If clients
know that their financial plans are dependent on their quick approval, they’re more
likely to sign the documents promptly. The sooner you get that signature, the sooner
you can move forward with the good stuff (like working on their portfolio).
3. Remind Clients Politely:
Reminders are your best friend. A gentle nudge via email or text after a week of no
response can do wonders. And if you’re lucky, they’ll appreciate the reminder,
especially if they’ve been drowning in their own pile of paperwork.
Conclusion
Document signing doesn’t need to be the chaotic mess it sometimes becomes. By
streamlining the process and using digital solutions, you’ll save time and energy, all while providing a better experience for your clients. Because at the end of the day, your job is to advise—not to become a full-time paper chaser.
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