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.
