client files | The Zebra Blog

Posts Tagged ‘client files’

Ask Denise: Keeping Client Files Safe?

Denise Lones

Denise, last week in our coaching group you were mentioning that we should keep physical copies of our client files safe. I just keep them in a file cabinet in my home office. Is that good enough? Consider the type of information that may be contained in that file. You might have addresses, financial information, […]

Ask Denise: Portable Filing System

Denise Lones

Q: Denise, I am trying to organize my business files – specifically files for clients. I would love a system that is portable for my active clients, as I am sometimes at my real estate office and other times at my home office. What do you suggest? A: Great question! I have found that using […]

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