AdvisorToClient

Action idea – Cash flow planning in times of temptation

Action Idea Action Idea

Does your client need help sticking to a cash flow plan? Try this tip.

At your next client meeting, role-play a scenario of temptation with your client in which you play a friend or family member pressuring your client to spend. If needed, help your client shape her responses, focusing on a positive outcome of her plan.

Courtesy of Advisor.ca © 2018 Transcontinental Media G.P. These materials are for reference and guidelines only. You are responsible for the advice you give your clients.
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