AdvisorToClient

Conversation starter – Navigational tools for your cash flow plan

Conversation Starter Conversation Starter

When discussing cash flow planning, ask your client, “What financial challenges and decisions do you see coming up in the next year or so?”

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.
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!