Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell With Mindy Crary
Financial Advisor Success
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How to Sort Expenses for Reporting Out for Budgeting
When you're doing hundreds of clients a year and mostly in the Seattle area, I guess, like eventually a very large number of the expenses are kind of consistent and start repeating after a while. It's this monster file that we keep adding on to. So just literally like clients got an expenditure from such and such restaurant. You tag that is that's a restaurants thing. And so now any client in the future who comes in, who has, who is also eating at that restaurant and has that show up on their expense, it will now auto categorize it. But it's funny though, because I do have a financial planner who is based in Illinois. She was pretty unfamiliar with the
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