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  • 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/

You might be asking the question, "How do I know if Cash Flow Planning is right for

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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)

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    Pei Hsien Wu 發佈於 2021 年 01 月 14 日
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