Sometimes the true challenge isn’t creating the content – it’s naming it.
The draft is ready. You save it. Client_Presentation_2025.pdf — clean, logical, elegant.
Then comes the edit. A version with minor changes. Then one with significant changes. 🌱 Then the one your colleague touched. ⏳ Then the one Legal reviewed. ✨ Then the one the client didn’t like, followed by the one they approved.
And suddenly your desktop reads: 🚫 Client_Presentation_FINAL_v2 🚫 Client_Presentation_FINAL2_REAL ✅ Client_Presentation_USE_THIS_ONE (final).pdf
Somewhere along the way, the naming system breaks down. The strategy becomes survival. You rely on memory, context, and instinct. Even AI tools start suggesting filenames like: “MightBeTheRightOne_v7”.
Everyone has a different logic. Some go by date, others by recipient, and some by emotional state. “Draft_JustInCaseClientHatesIt” is more common than we’d like to admit.
Digital Clarity in a Cluttered World
Precision matters in independent wealth management. But digital organisations are often held together by good intentions and folder structures, last reviewed in 2019.
The real risk isn’t version control. It’s the slow erosion of confidence: “Is this the final version?” “Did we send this to compliance?” “Why is the one called ‘Old’ actually the one we used?”
🧠 Sunday school holiday thought: Digital clarity starts with names. But staying organised takes more than clean folders — it takes shared habits. And maybe a quiet moment to delete “Copy of Final_FINAL (1).pdf” once and for all.
Source: LinkedIn
