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AICPA ENGAGE 2019


PFP1924 - Linking Cash Flow Management to Life Planning: A More Engaging & Effective Client Conversation


Jun 11, 2019 11:20am ‐ Jun 11, 2019 12:10pm

Standard: $49.00

Description

Cash flow management and life planning are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what is truly most important to them, and provide tools that will allow them to survive and thrive in all market conditions. In addition, you will develop long-term client relationships by initiating life changing conversations and providing a service that is central to their financial well-being.

  1. Explore the reasons why most advisors want to avoid cash flow and life planning conversations.
  2. Learn how linking cash flow management and life planning will facilitate effective goals-based financial planning.
  3. Learn how to create a powerful decision-making framework based on your client’s own values and priorities.

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