I track details about my clients specific health needs. While it may seem like excess information, knowing who needs what, for insurance purposes at any given time when interacting with my clients? That's just a win-win. They are very happy I remember the details, and it saves us both time by being efficient.

Even for those I don't end up having as my clients, I still try and keep track of this information. Why? Because when 4 months later, I have a couple reach out to me now that the timing is right for them, and I am able to pick up where we left off as if no time had passed. That is value. Value that I can tangibly add to others.