Why cash flow matters
Discover what it takes to meet the
cash flow management needs of the client of the future.
In a complex investment environment, advisers need to leverage every tool at their disposal to get the best outcome for clients.
Increasingly, managing expenses in addition to assets is a critical part of the equation. But are the right clients getting the cash flow management advice they need? And how can you leverage cash flow management as a tool for engaging with clients who need it most?
In our report we draw from proprietary research to unpack how high-performing firms are using cash flow management to build stronger relationships and deliver better outcomes for clients.
of advisers believe client wealth needs to be viewed holistically – not just investments, but also lifestyle and cash flow analysis1.
A key benefit of cash flow management is that it allows a more complete view of clients’ wealth. Cash flow management gives advisers visibility of not just investments, but income, debts and everyday spending, helping identify opportunities that might not otherwise come to light.
of advisers believe 30 – 44 year olds would benefit most from cash flow management support1.
There’s an opportunity for advisers to engage Millennial clients with services that address their specific needs, and establish strong relationships for the future.
of 30 – 44 year olds agree that day to day living costs are getting out of control2.
One way advisers can help is by taking on a coaching role, helping Millennials manage current lifestyle expenses, minimise debts and continue to grow their wealth.
Meeting the cash flow management needs of the client of the future
In this on-demand webinar, Olivia McArdle, Head of Deposits and Payments, explores what high-performing firms are doing differently to grow their share of wallet with clients, using cash flow management to start broader conversations and drive growth. She unpacks examples of how we see firms delivering cash flow management in ways that are both efficient and effective, but also meet the needs of the next generation.
Click here to register and watch the webinar on demand.
We’ve developed some tools for you to share with your clients, to help them understand why cash flow matters for achieving lifestyle goals, and to help them build a picture of their overall cash flow position.
Cash flow management is an essential building block for a strong financial foundation. Share the fundamentals of cash flow management with your clients.
We’ve developed a tool to help your clients look at their overall position: how they’re spending their money and whether they’re putting money towards liabilities and expenses, or wealth-building assets.
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