"Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation"
05/24/12

"Linking Cash Flow Management and Life Planning:  Your Most Important Client Conversation" Presented by Amy N. Mullen

M.Q. Vice President, Amy N. Mullen, will present a session titled, "Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation," at the FPA of Dallas/Ft. Worth Financial Planning Symposium in Dallas, Texas.

Description:

Cash flow management and life planning are processes that provide immeasurable value to financial planning clients. By integrating user-friendly systems that link these two processes, you will engage your clients and empower 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

Learning Objectives:

  1. Learn how linking cash flow management and life planning will support and enhance goals-based financial planning.
  2. Gain hands-on experience with simple, user-friendly tools that facilitate cash flow management and life planning processes.
  3. Learn how to initiate and navigate and efficient and effective discussion with your client about their cash flow.
  4. Develop successful long-term client relationships by providing value-added services and initiating life changing conversations.

For details on the FPA of Dallas/Ft. Worth Financial Planning Symposium, click here.

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