Sometimes the true challenge isnโt creating the content โ itโs naming it.
The draft is ready. You save it. Client_Presentation_2025.pdf โ clean, logical, elegant.
Then comes the edit. A version with minor changes. Then one with significant changes. ๐ฑ Then the one your colleague touched. โณ Then the one Legal reviewed. โจ Then the one the client didnโt like, followed by the one they approved.
And suddenly your desktop reads: ๐ซ Client_Presentation_FINAL_v2 ๐ซ Client_Presentation_FINAL2_REAL โ 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: โMightBeTheRightOne_v7โ.
Everyone has a different logic. Some go by date, others by recipient, and some by emotional state. โDraft_JustInCaseClientHatesItโ is more common than weโd 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 isnโt version control. Itโs the slow erosion of confidence: โIs this the final version?โ โDid we send this to compliance?โ โWhy is the one called โOldโ actually the one we used?โ
๐ง Sunday school holiday thought: Digital clarity starts with names. But staying organised takes more than clean folders โ it takes shared habits. And maybe a quiet moment to delete โCopy of Final_FINAL (1).pdfโ once and for all.
Source: LinkedIn