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by Christine Umpa Filed Under: Client Service for Financial Advisors, Trusted Advisor Nation
Mark discusses whether to use digital displays or print documents for client meetings, emphasizing that the choice depends on the technology available. He suggests using large, touchscreen monitors to display multiple reports simultaneously, allowing for easy interaction and visibility, especially for older clients. Without such technology, he recommends sticking with printed reports for clarity and practicality.
circle chart and the five critical
reports the GPS and all these things uh
or can you have a a folder available on
the computer which The Trusted adviser
can open and show the client on the
computer and save a few
trees well um I would say probably not
it depends on your technology and I’ll
show you what I do in a minute but if
now these this technology is available I
just you know I I think before you stop
printing out paper reports for clients
at the client meetings you need to have
some better technology than a single
computer monitor so what you’re looking
at here is a is a gigantic monitor
that’s that’s a touchscreen that’s built
into a tabletop okay so now as long as
you can get these reports to be uh at or
larger than regular uh letter size so in
the US that would be 8 and a half by 11
and uh elsewhere in the world what is it
A4 it’s roughly the same size so uh but
some reports and it depends on the age
of the client so for example the numbers
history which has a lot of little bitty
numbers on it uh if we have older
clients uh overage 60 uh we will often
print those reports onto an 11 by 17
double-sized sheet of paper so that they
can see the numbers and and those big
reports fold up nicely into if you fold
it in half it turns into an 8 and 1 half
by 11 uh sheet of paper in the stack but
when they get to that report they open
it up it’s a nice big report so if you
have a big tabletop monitor like this
then when you okay so the two things
that make it hard to to do it
electronically is that clients often
look at two or three reports
simultaneously so which is something you
typically cannot do on a on a computer
monitor or an iPad unless you have a
setup like this so if you had a setup
like this you could open up three so
let’s say they’re looking at the the
numbers history the circle chart and
let’s say the behind the numbers report
and they’ve got all three in front of
them if you have a tabletop monitor like
this you could open all three and if the
numbers history needs to be twice the
size you could grab the corners of the
document and pinch it make it larger and
that would work just fine my office is a
little bit different uh I’ve got a um
half of half of a wall is a monitor and
so these are not actually pictures of my
offices I found better pictures online
but if in in instead of a tabletop if
you’ve got this kind of a setup like I
do where like half your wall is a
monitor and you could do in essence the
same thing where you could open up two
or three reports and you could resize
the reports to be larger if they need to
be read larger uh I think you could do
it electronically that way as well but
uh other than that I would say no uh
that until you get such technology
available in your office uh the the
paper reports are the most practical and
primarily because clients need and often
will understand an issue better if they
are looking at two or three reports
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