Jeff Panik, an Invest advisor at Community Bank of the South in Smyrna, Ga., knows something about leaps of faith—three years ago, he sent all his clients’ paperwork through the back of an industrial shredding truck. And while he had a knot in his stomach at the time, he hasn’t looked back since.
Back in 2008, Panik was facing a problem familiar to any successful advisor: “More clients meant more filing cabinets, and I was at the point of running out of room,” he says. Because the job is so security-sensitive, it all had to be safely locked away in Panik’s office.
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