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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
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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!
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