Wednesday, July 30, 2025 @ 5 p.m. Eastern
(4 p.m. Central, 3 p.m. Mountain, 2 p.m. Pacific)
Making sure clients spend less than they earn each month is the key to financial well-being. Clients can be uncomfortable looking at what they are spending and saving each month, and it is part of a sound financial plan to make sure clients focus on cash flow. A Daily Money Manager might be given a financial plan by a client and asked to help the client implement it. The Daily Money Manager may know the client cannot meet certain goals due to overspending and not saving appropriately. As such, it’s critical to understand how to help clients implement a plan and be comfortable spending less than they earn. Cash flow can also have many behavioral and psychological aspects along with some bad habits that might need to be managed and good habits that might need to be formed.
Participants will learn techniques to analyze client cash flow and see if the client is spending less than he/she earns, and how to troubleshoot if the client is not on target. We will also discuss how to form good habits and put “scaffolding” in place to help clients succeed with their cash flow plan. We will discuss the behavioral and psychological aspects of spending, saving, cash flow, and setting limits to achieve goals. This webinar will be helpful for daily money managers who are concerned about client cash flow and helping clients stay on their plan.
Presenters: Lori Atwood, CFP®, Fearless Finance
Registration: For assistance, contact AADMM Registration Office, email info@aadmm.com
Confirmation: Registrants will be notified on how to participate in a follow up email.
CEU: This session is approved for CEU credit: 1 Payroll, Finance, Bookkeeping ad Bill Paying
.