Action idea – The quantified cash flow plan

Action Idea Action Idea

When cash flow planning with your client, be sure to quantify the value of the plan. For example, reorganize inefficient interest and put a dollar value on the savings. Present this savings amount to your client at your next meeting.

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.