Here’s how I’m planning on using it: I was thinking about creating client notebooks and when we have update meetings, we’d print out the data (graphs, list of holdings, etc) and hole punch it for them. I’d tell them ‘bring your notebook’ and we would add any new pages to it when they came. We could also add sheets for goals, notes from our meeting, we could add “to do” sheets for things we need the client to take care off before our next meeting . . .

I think the potential is there. It’s just getting started that takes some effort.

After reading your posts, I’m thinking about using it for myself now.

Keep up the good work.