Since 2009, Lewis & Associates Capital Advisors has been providing trusted investment advisory services to clients across North Carolina. For owner Steven Lewis and his team, maintaining strong client relationships means more than just sound financial guidance—it requires consistent, professional communication. And in an industry where clients still value the personal touch of hard copy correspondence, efficient mail operations aren’t just a convenience. They’re essential to the business.
Running a successful investment advisory firm means Lewis’s day is packed with client meetings, market analysis, and strategic planning. But before discovering Stamps.com eight years ago, a significant portion of his team’s time was consumed by something far less productive: waiting in line.
“We’re very busy here, and taking time to drive and wait in line does take vital time away from our daily operations,” Lewis explained.
He wasn’t alone in this frustration. Recent research shows that 78% of small business owners make frequent trips to mailing locations, with 38% going 2-3 times per week. For many businesses, those seemingly quick 20-minute trips add up to 50 hours per year—time that could be spent serving clients or growing the business.
The firm’s mailing needs fluctuate throughout the year, driven by client communications and new business development efforts. Whether sending quarterly reports, investment updates, or prospecting materials to potential clients, each trip to a physical location meant lost productivity. The challenge wasn’t just the time spent traveling and waiting—it was the unpredictability of supply availability and the inability to quickly respond when urgent mailings were needed.
The transition to Stamps.com transformed how Lewis & Associates handles mailing operations. What once required leaving the office and standing in line now happens entirely online.
Supplies can be ordered online—stamps, literally everything we need is on the Stamps.com portal.
Steven Lewis, Owner, Lewis & Associates Capital Advisors
The simplicity of the onboarding process meant his team could start saving time immediately, with no complex integrations or customizations required.
The firm primarily uses USPS for standard correspondence, taking advantage of the significant cost savings and convenience. For more critical documents that require extra care, they can easily switch to UPS without leaving the Stamps.com platform.
The platform’s ease of use has had an unexpected ripple effect on client relationships.
“Stamps.com, due to its efficiency, has increased our hard copy mailers to our clients,” Lewis said. “Clients do prefer hard copies rather than emails if available.”
The impact of Stamps.com on Lewis & Associates’ operations has been substantial and multifaceted:
But perhaps the most significant change has been to the firm’s daily rhythm. What Lewis described as improved “efficiency in our daily activities” translates to more time focused on what matters most: serving clients and growing the business.
For an investment advisory firm where time literally equals money, that’s the bottom line that matters most.
Ready to reclaim your time?
Like Lewis & Associates Capital Advisors, you can eliminate mailing interruptions and focus on what drives your business forward. Print postage, order supplies, and manage all your shipping needs—without ever leaving your office.Start your free trial today and discover how Stamps.com can help you work smarter, not harder.
