Use cash-flow planning dialogue to make one better financial-planning decision.
Client CL household decision maker 1 Open 2 Clarify 3 Commit At 4:45 p.m., Priya has 15 minutes before a client call. The client has $42,000 in cash, a nervous spouse, and three competing goals. If Priya starts with a product answer, she may sound decisive and still solve the wrong problem. The conversation can either build trust or turn into a defense of advice. client concern possible replies SMART Goals (Doran / goal-setting criteria) cash-flow planning dialogue matters because financial planning fails less often from missing arithmetic than from unclear assumptions, weak sequencing, and decisions made under pressure. The…
Sign up free — one personalized lesson every day, matched to your role and goals.
Already have an account? Sign in