Conversation starter – Identify inefficient interest

Conversation Starter Conversation Starter

When discussing cash flow planning, ask your client, “Have you considered getting access to funds wasted on inefficient interest?”

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.
Add a Comment

Have your say on this topic! Comments are moderated and may be edited or removed by
site admin as per our Comment Policy. Thanks!