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Conversation starter – Cash flow planning: What’s your motive?

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When cash flow planning, ask your client, “What changes in your life would you like to see within 12 months?”

For successful cash flow planning, use your client’s answer as a short-term reward to work toward.

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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