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 Get Into Cash Flow Recommendations With Clients
We use a Google sheet that we share with clients. And then we just ask them to whatever system they use, you know, if they use wine app or mint or some other app tracking system. We do the mortgage and their pay stubs and all that kind of stuff. But we're really looking for discretionary expenses from the client. So I feel it's critical information to really do any kind of planning work for clients.
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