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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/