Action idea – Identify inefficient interest

Action Idea Action Idea

Helping a client with cash flow planning? Want to help her find more funds for investing? Try this tip.

Make a list of ways to reduce your client’s exposure to interest payments. Present the list at your next client meeting, and ask your client to choose one item to tackle first.

Courtesy of © 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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