Conversation starter – Consolidate debt? No way!
The term “consolidation” accurately depicts what happens when you combine debts. But there are too many negative preconceptions attached to the term, meaning clients may tune out.
Financial Planning
Conversation starter – Stay on track with cash flow planning
Financial Planning
Conversation starter – Pay less interest on your debt
Financial Planning
Conversation starter – Cash flow planning in times of temptation
Financial Planning
Conversation starter – Cash flow planning: Bumpy road ahead
Financial Planning
Conversation starter – Navigational tools for your cash flow plan
Financial Planning
Conversation starter – Identify inefficient interest
Need to break the ice with clients about inefficient interest? Try this tip
Financial Planning
Start conversations with immigrant clients
Financial Planning
Conversation starter – Cash flow planning: What’s your motive?
When cash flow planning, ask your client, “What changes in your life would you like to see within 12 months?”
Financial Planning
Conversation starter – Harness your cash flow
Financial Planning
