Action idea – Pay less interest on your debt
Have a client with an inefficient debt structure? Try this tip.
- July 11, 2016 July 11, 2016
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Have a client with an inefficient debt structure? Try this tip.
During cash flow planning, ask your client, “Do you know how much interest you’re paying on your total debt?” Explain the importance of an efficient…
Is your client following a cash flow plan? Try this tip.
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…
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Does your client need help sticking to a cash flow plan? Try this tip.
After creating a cash flow plan with your client, ask him, “In what situations do you think you’ll be tempted to go off your plan?”…
When cash flow planning with your client, be sure to quantify the value of the plan.
When reviewing your client’s debt repayment, ask your client, “Have you had any unexpected expenses this year?” If yes, adjust your review of her repayment…
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Helping a client with cash flow planning? Try this tip.
When discussing cash flow planning, ask your client, “What financial challenges and decisions do you see coming up in the next year or so?”
Helping a client with cash flow planning? Want to help her find more funds for investing? Try this tip.
Need to break the ice with clients about inefficient interest? Try this tip
1. For clients who want to invest in their home countries: “Investing outside of Canada is a great way to diversify. But let’s look at…
Helping a client with cash flow planning? Try this tip.
When cash flow planning, ask your client, “What changes in your life would you like to see within 12 months?”
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Helping your client create a cash flow plan? Try this tip.
When creating a cash flow plan for your client, ask your client, “Do you know how much interest you’re paying on your debt?” Explain how…
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