Engaging with Clients for the long-term

A professional financial adviser or professional coach offering cashflow as a service can add a lot of value to their clients. They can provide advice in many areas including saving and household expense budgeting, cashflow and debt management, and more. They can also identify poor financial behaviour; educate and guide clients to make smart financial decisions; help them set realistic goals: keep them on track; and act as a sounding board, ongoing.