AdvisorToClient
Conversation Starter Archive

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 – 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