AdvisorToClient

Action idea – Consolidate debt? No way!

Action Idea Action Idea

Helping a client deal with debt? Try this tip.

Prepare a detailed cash flow plan for your client and, if appropriate, introduce debt unification as an efficient way to meet your client’s goals.

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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