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Digital Organization Best Practices for Advisors

Ben Brown lays out a plan for developing your ideal information architecture road map.

Maximizing efficiency and time with clients are typically top priorities for advisors, and we frequently turn to technology solutions in order to help us become both more productive and available for meaningful work. Yet the most fundamental aspect of optimizing our daily work lives is also perhaps the most overlooked: staying organized.

While it may sound simple, keeping your work organized has become a challenge in an increasingly digital workplace, with hundreds or thousands of business and client files to keep track of, not to mention the data associated with each technology tool or software platform you’re using. According to research conducted by McKinsey: “…Employees spend 1.8 hours every day--9.3 hours per week, on average--searching and gathering information. Put another way, businesses hire 5 employees but only 4 show up to work; the fifth is off searching for answers, but not contributing any value.”

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