Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Leap Essentials Webinar
Wed, Apr 09
|Webinar
This session builds on how to have a successful discussion on cash flow management and how it improves efficiency, velocity, and wealth
Time & Location
Apr 09, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
During this session you will learn:
o The importance of proper cash flow management for financial freedom
o Strategies to enhance efficiency and velocity of your client’s money, and the impact it has
o The role of wealth coordination account in long-term planning success
o The psychology behind “choice architecture” when it comes to the financial decision-making process
This session will provide key insights into effective cash flow management, offering valuable information that can directly enhance your practice- Don’t miss out!