Case Study: 90% of this firm's clients use digital tools. A CEO shares her secrets
Is it really possible to go 100% paperless? According to Stephanie Barnier, founder and CEO of Clear Sky Wealth, the answer is a resounding yes. In this peer-to-peer how-to, Barnier shares how she on-boards her clients to digital tools and how she finds ways to make money management (and managing their busy lives) a little easier.
Interview: How Stephanie Barnier built a paperless business that puts her clients' experiences first
Watch video: Start clients on a digital path
Stephanie Barnier, CFP®, Founder and CEO of Clear Sky Wealth, shares why she started her firm with a digital focus and gives tips for digitally onboarding new and current clients.