198-Carrier Pigeon to Digital

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You may look back at this episode in 2 or 3 years it may seem unusual.  In the financial planning world some people still get their statements by paper.  These statements are required to be sent out to clients.

If you look at the charts for the market at the end of 2018 it looks like a ‘dagger’ it goes right down and comes right back up.  In the world of reporting this caused some mayhem.  Those paper reports went out to clients some time after December 31, 2018.  Previous reports would have been higher.  This certainly caused some confusion for people reviewing their market values.

It does seem funny in 2019 that these statements are even going out on paper, by mail.

There are digital platforms out there.  Will these change how the financial world handles reports to clients and individuals.

Paper takes up a lot of space, and it is a waste of resources. 

The current system has not caught up to what is available.

Mentioned in the show:

Episode 16 with Doug Bolger  

About the author, Jurgen

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