Following my recent lunch with a prospect, now client, I utilized a number of technology tools to make this process easy for him and less time consuming for myself. While I mention specific software packages that I use, there are many others that do the same thing.

Prior to the meeting, I had set up a Dropbox folder that contained my ADV and Privacy policy. Once he had given me the best email address to contact him, I shared the Dropbox folder with him, also letting him know that this would be the way we would transfer documents to each other.

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