Teach your clients to manage their cash flow
Helping them understand when their choices will affect their long-term plans is the surest way to help them reach their goals
It sounds so simple: Help your clients meet their goals and you’ll be rewarded. You’ve done your homework and you’ve made a solid plan. Getting clients to stick to the plan is where things get tricky.
Time and again, clients make decisions or run into circumstances that hurt their ability
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