Cash flow conversations build confidence for advisors and clients.
Everyone is interested in cash flow, even high-income earners, but few advisors properly address it.
This collaborative process creates immediate value which builds trust and confidence, leading to more sales.
Create raving fans who refer clients because of the tangible improvements made in their life now, as compared to the possibility of improvements made in the distant future.
Advisors and their clients are using and loving Cash Flow Mapping to simplify their cash flow and reach bigger goals.
"Prior to using Cash Flow Mapping, I felt very transactional. I would meet with clients, identify a need, and sell them something. After using Cash Flow Mapping, I was able to connect with clients in a more powerful and rewarding way —far beyond selling them something."
"It can be intimidating starting in the financial services industry. Being overwhelmed with new terminology, new methods, and just frankly a lack of understanding can take years to correct. Cash Flow Mapping allows new advisors to gain confidence and grow as advisors instead of watching someone else for the first months or years."
"CFM has cut the cash flow review portion of my practice in half, if not more. It is usually introduced in the first meeting, and by the second meeting we have a base line for a new cash flow strategy and resources identified to help clients restructure their savings and spending plan. That is without even making changes to other money flows. Even clients share how easy the program is to project changes in their income and spending, especially in times when their income has been reduced."