Meet clients who need help budgeting on common ground.
Advisor’s sister publication, MoneySense, is helping readers become Money Fit in 2016. The Money Fit Club offers schedules, action plans, guidance and community support for those trying to get their finances in shape this year.
Read: Get money fit in 2016
Use these tools to start conversations and work alongside clients toward their goals. Be it getting a better mortgage rate, developing a retirement plan or internalizing successful saving habits, these tools will help get the ball rolling — and keep it rolling year-long.
For more guidance, Advisor to Client has a special package of tools designed to teach your clients about cash-flow management. Use our presentations, action steps and other tools to design robust plans for your clients.