AdvisorToClient

Action idea – Cash flow planning: What’s your motive?

Action Idea Action Idea

Helping a client with cash flow planning? Try this tip.

Put your own goals through this litmus test: Are they personal, do they have a short-term reward, do they inspire you to stay on track? Share with your client how you determined your own motive, as well as how that motive helps you stick to your 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.