Jane always has to check the mail after a long day of work.
That’s how she feels about it – it’s a chore.

Usually, it’s just a slew of coupons, real estate ads, and unsolicited business cards – you know, the usual.

Occasionally, it’s a biweekly magazine she’s subscribed to but doesn’t have time to read. Or the newspaper, which she uses as a toy for her dog (Jane gets the news from her tablet).

Monthly, she gets bills. And she can’t wait to stop looking at them.

Sometimes, though, she’ll receive a monthly update on a short-term investment portfolio from her financial advisor; and she faces a decision so instantaneous that even she might not be aware of it:

Does this go in the recycling bin with the others?

It’s marked IMPORTANT! because, like the others marked as such, it probably contains sensitive information she might care about (or not?).

She spends a moment longer considering this – a moment longer than the others; because, unlike the other mail, it refers to her as “Janie”. Somewhere down the line, in their brief (but very friendly) correspondence, her financial advisor Tom learned her childhood nickname.

So, she tears into the envelope with a touch of eagerness this time – mind you, it’s still a drag, but maybe less of a drag.

It all opens with a note from Tom that seems to have been written with care, as it feels personal and genuine. So she flips to the next page.

Out pops a monthly report, a statement outlining her current holdings, account balances, net profits, projections of future gains, and more. It’s all laid out in a way that isn’t hard to absorb: a neat informational package, tailored to her liking. It’s full of color.

She spends an hour poring over the data – tables, growth charts, pie charts, some other graphs – finding she’s far more interested in what Tom has done with her money than she would have first thought.

In this statement, Tom was able to disclose his thought process to Jane, revealing her past journey as his client, and the prospects moving forward. She feels secure. She wants to schedule a meeting to invest more money with Tom – maybe open up an IRA.

When she’s done flipping through the document, the only question is:

Does this go in the recycle bin with the others?

The answer is yes, because Tom also always sends her an electronic version that gets permanently stored in the cloud.

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