01.30.2023 - Cash Flow
Zero to $1 Million in 60 Minutes - How To Accelerate Client Wealth, Grow AUM and Increase Referrals. Yes, Really
Presented by Gordon Stein, BESc, MBA, CSC, CFEI,
Personal finance is often portrayed as a zero sum game where clients can either spend heartily and enjoy life now, or endure a lifetime of sacrifice to enable a brighter future and retirement. In this session, Gordon Stein applied the concepts from his book, Cashflow Cookbook, to illustrate how a typical client can free up hundreds of dollars of monthly cashflow for incremental investment to accelerate wealth building with their advisor. His approach offers a win-win that offers clients a dramatically improved retirement, strengthens their relationship with their advisor and increases AUM.