When helping a client with cash flow planning, ask, “What do you love?” Based on your client’s answers, help her determine her goals and cash flow needs.
Conversation starter – Cash flow planning: Go for gusto
- April 7, 2016 April 7, 2016
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When helping a client with cash flow planning, ask, “What do you love?” Based on your client’s answers, help her determine her goals and cash flow needs.
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