AdvisorToClient

Action idea – Navigational tools for your cash flow plan

Action Idea Action Idea

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

After discussing your client’s financial details and challenges, create a written plan to give your client. Be sure the plan is detailed, clear and in plain language.

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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