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Seven Steps to Perform a Successful 'Wallet Dump'

Might as well perform some financial disinfecting while you're in quarantine.

With most of the country on lockdown, clients are likely going stir-crazy while getting used to the new normal and, of course, furiously disinfecting everything in sight.

Here’s an actionable tip for your clients that is not only incredibly valuable but also simple to do right from their couch. If they drop their wallet while walking the dog, they're naturally going to want to liberally wipe it down. Well, this is the perfect time to perform a "wallet dump" and do some simple financial cleanup while they’re at it. (Dropping the wallet first isn't required.) Here’s how it works:

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