u/haighfinancial

Graduated!
▲ 138 r/predaddit

Graduated!

After 36 hours of laboring, a traumatic 2 hour C section where my wife lost 5 units of blood, and baby being whisked away to the NICU for 2 days, we graduatin’ y’all!

Baby girl was a massive 9.1 lbs with a 15” head (hence the long surgery) and had trouble breathing on her own at first.

As far as NICU stays go, it was about as smooth as it could get. But man, it totally opened my eyes to how brutal some other parents have it and how incredible NICU nurses are.

u/haighfinancial — 5 hours ago
▲ 29 r/CFP

Kitces Ep 489

Really great interview with Sara Grillo on how effective communication in your copy, marketing language and jargon can be a massive differentiator (or downfall).

Saying things like “Personal CFO”, “Boutique firm” and other terms that might make us feel good send the complete opposite signal.

Not something I’ve found XYPN members struggle with as much as my old B/D cohort, but I found her approach very refreshing and easy to listen to!

open.spotify.com
u/haighfinancial — 2 months ago
▲ 14 r/CFP

Thought I would share a really helpful automated task I've built in Claude Cowork to track conversion of new clients.

We have always tracked our new prospect data in Google Sheets, pretty basic manual setup. Source, location, status, time to close, etc.

Now when I update that data this dashboard will run updates weekly and output a massive analytical report to help us better understand our highest converting sources and highest revenue locations.

Shoot me a DM if you need any help!

Automation setup:

Task namerefresh-prospect-dashboard

Schedule Every Monday at 7:06 AM (Eastern)

Next runIn 5 days

What it does Re-pulls Prospect Tracker → regenerates dashboard.html → updates the in-app artifact → notifies you with 3-line summary

Manage it"Scheduled" section in the Cowork sidebar

u/haighfinancial — 2 months ago