Make Every Client Your Best Client
Make Every Client
Your Best Client
Make Every Client
Your Best Client
FINANCIAL ADVISOR REFERRAL PARTNERS
Make Every Client Your Best Client
Here at The Cash Coach I have one goal in mind: I'M HERE TO EDUCATE AND EMPOWER, WHILE BUILDING A FINANCIALLY STRONG CLIENT. With my guidance, I will help your client by reviewing how they spend and save their money. My programs are designed to help our client become more aware of their income and expenses, develop personalized goals, and establish strong, effective day-to-day habits. As our client begins to meet your minimum requirements, we will schedule an appointment with your office. In the end, we as a financial team have helped foster our client who is now more engaged in saving for their future.
When Your Client Needs a Financial Coach:
• They make comments that they don’t know where all their money goes.
• They do not have enough available funds to invest as much as you feel is appropriate for their income level.
• They cannot answer the question “How much do you pay in utilities?”
• They are struggling to reach their savings goals because of student loans and credit card debt.
• They make contributions to savings, investments, or retirement that are low relative to income.
• They have an upcoming life event which will dramatically alter their lifestyle, e.g., marriage, having a baby, or retiring.
• Reduced expenses to allow our clients to invest more
• Increased assets under management
• Higher conversion and close rate
• A partnership that has the same goal for our mutual client – Building Wealth
• Increased client engagement for their own financial future