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Why cash flow matters?

By Macquarie Bank
10 March 2020 — 1 minute read

Promoted by Macquarie Bank

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 financial advice 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 the most?

In this report, Macquarie draws from proprietary research to unpack how high-performing firms are using cash flow management to build stronger relationships and deliver better outcomes for clients.

 

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