AdvisorToClient

Conversation starter – Stay on track with cash flow planning

Conversation Starter Conversation Starter

When creating a financial plan for your client, ask him, “Would you like to have the money you need for your goals sooner?” Explain to your client the benefit of cash flow planning.

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.