Very few professions are more familiar with the phrase “the only constant is change” than financial professionals. Almost every facet of the industry, from rules and regulations, best practices, technology and more is subject to change on a quarterly, weekly, and even daily basis. If there are any true constants in the financial services industry, the need to remain efficiency- and productivity-oriented are certainly among them. Addressing this need, form-filling and eSignature tools such as Quik! Forms and DocuSign have the potential to be a productivity and efficiency boon for ONESCO reps and their practices of all sizes and tenures. Join ONESCO Sales & Marketing as we discuss the past, present and future of forms efficiency with the Lead Financial Advisor of The Hummel Group, Andy Badertscher, CFP®, CLU®.