Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
Financial Advisor Success
00:00
How to Maintain a Relationship With a Client
So there's like a standard template for, for the client, or just for any client. And so you get to design that once with colors and logos and style and such. Then it's each new client comes aboard, like, okay, well, the county links already pre populated because that's standard for everyone. But like, oh, this is the client's latest financial plans. That's actually up below that and, and link it in. So you create it. And then it's just like a sharing process the same way that Google's pretty good at controlling access permissions. Like then the same way I might share a word doc to someone, not a word doc, a Google
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