Positioning cash flow plans for families and individuals
We’ll discuss how cash flow plans can be modified for clients who are just starting out in their careers, starting families and how the approach differs for single individuals
Learn how to use a retirement cash flow plan to help your clients transition into their golden years with more confidence. Use this process to show your clients how to get more life from the money they worked so hard to save.
Learn how to turn some potential “oh no” moments into “ah-ha” moments, and provide some practical strategies to support even wealthy clients when it comes to debt management.
Join us to learn about the seven Money Mindsets, and how each of them impact your client’s behaviour when it comes to investing, spending, saving and borrowing.
In this workshop, you’ll learn simple strategies to bring behavioural cash flow management into your practice so you can help clients free up more money each month to fund their financial goals.