字幕列表 影片播放 列印英文字幕 You might be asking the question, "How do I know if Cash Flow Planning is right for my practice?". We at the Money Finder believe that Cash Flow Planning should be at the core of any financial plan and a part of all financial advice. But we always want to make sure it will be profitable and efficient for your practice. We can actually measure the potential value of Cash Flow Planning for your business, by having you answer 5 simple questions in our Free Opportunities Assessment. What we can show you is a very conservative estimate of the additional income Cash Flow Planning could bring to your bottom line. We do this by combining your answers with national debt statistics and with the lowest average results of the hundreds of previously trained Advisors. Once you enter your answers in our Assessment you'll click the "book your call" button to be connected to our calendar where you can choose a convenient time for your one on one call. During this call, we'll review your Opportunities Report and answer your questions about Cash Flow Planning. It's common for Advisors to assume that their "good quality clients" don't need Cash Flow Planning or Debt Management, but the facts tell us otherwise. According to statistics, Canadians who have the highest levels of household debt are better educated and they're most likely to answer financial literacy questions accurately. They also have higher than average household incomes. Does this describe your ideal client? Remember, the existence of assets does not equal the absence of debt. Higher income clients are not necessarily making the most of the potential that their robust earnings could allow. Without a cash flow plan you'll never know what they were truly capable of, and neither will they. To get started, take your FREE Opportunities Assessment today at http://themoneyfinder.ca/free-opportunities-assessment/
A2 初級 我如何知道現金流規劃是否適合我的業務? (How Do I Know If Cash Flow Planning is Right For My Practice) 492 15 Pei Hsien Wu 發佈於 2021 年 01 月 14 日 更多分享 分享 收藏 回報 影片單字