Free Yourself from Paperwork: Reclaim Time, Drive Growth

Amber A.
Apr 16
3 min read

Updated: Apr 16

It's a familiar scene for financial advisors. You're in a client meeting, the conversation is flowing, and you're making a real connection. Moments like this are what matter. This — not paperwork — is the reason you got into the business. But then … the inevitable stack of forms demands your attention. And just like that, you’re back to admin mode.

This is a frustrating reality for many financial advisors. Instead of focusing on building valuable client relationships and providing insightful advice, you’re bogged down in administrative tasks, dealing with a constant flow of forms and data entry. According to industry research, advisors spend a mere 20% of their time meeting with clients — a stark contrast to the 45% dedicated to behind-the-scenes tasks like meeting prep, financial analyses, and, yes, those dreaded forms.

But here's the good news: it doesn't have to be this way.

The Hidden Cost of Administrative Overload

Let’s look at two ways this admin burden silently holds your business back.

Interrupting Client Interactions

Think about how often forms and data entry disrupt your client interactions. You’re building rapport and discussing goals. Then, suddenly, the energy shifts. You’re hunting for information, struggling with clunky interfaces, and the client is left waiting. This impacts their experience and can lead to missed opportunities to deepen the relationship.

Research indicates that top-performing advisors (and those with the highest revenue) spend more time with clients, suggesting a strong correlation between client interaction and overall success. By minimizing administrative distractions, you can create a more engaging and productive experience for both you and your client.
Time Lost Behind the Scenes

It’s not just the client interactions that suffer. You and your administrative staff are likely spending hours each week managing forms and re-keying data. Imagine what you could accomplish with that time! More business development? Deeper financial planning? Perhaps even more time with your loved ones?

Let’s recall the statistic from earlier that advisors spend 45% of their time on back-office tasks, with the remaining 35% being split between business development and other management or administrative tasks. That’s 80% on things other than client relationships. This limits your ability to focus on higher-value activities that can contribute to your growth and success.

Success in the Financial World

In financial services, “success” is often measured in assets under management. But for many advisors, it’s also about freedom — the time to build deeper relationships, the ability to scale sustainably, and the flexibility to enjoy life outside the office.

So, what does success really mean? Is it about building the largest portfolio? Creating lasting client relationships? Having the flexibility to enjoy life outside of work? For each advisor, the answer is unique.

While financial security is important, true success often lies in finding purpose and meaning in your work. It’s about making a difference in your clients’ lives — and feeling fulfilled by the service you provide.

That’s the kind of success Quik! was designed to support.

Breaking Free With Quik!

Technology can play a key role in achieving this broader definition of success by automating tedious tasks and streamlining workflows.

This is where Quik! comes in. Quik! is more than a forms processing tool — it’s a solution built to eliminate administrative drag. Whether you’re dealing with stacks of paper forms or navigating clunky digital interfaces, Quik! turns paperwork pain into a streamlined process.

Quik! is designed to reduce administrative headaches and allow you to spend more time face-to-face with clients. With features like seamless data integration and products like FormXtract, which can process both digital and physical forms, Quik! tackles form challenges head-on.