In this column, Bill Winterberg CFP, a technology consultant to financial advisors, highlights five common misconceptions within document management that leads his clients to maintain inefficient and cumbersome paper-based systems.

By clearing up these common misconceptions, he believes that those who embrace this technology stand to dramatically improve business continuity, efficiency and operations and will fair far better than their paper-based counterparts in today's digital age.


If you're still managing documents on paper or using outdated, antiquated media or technology, this could be the most important document you read all year.  >> Read More.