Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
00:00
How Do I Track My Client's Net Worth?
Sophia: I was wondering how do you track their net worth to be doing it? And is this like a, you know, a category, nation solution or something else? But I think you had just said like, no, you just have a spreadsheet with their net worth as an Excel document and a share Dropbox. So we asked them to update all those numbers. They sure do. Yep.
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