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Talking With Your Clients: Liquid Term (Lt)
Beyond keeping enough money in an emergency fund, at what point are clients accumulating too much cash and need to put some of it to work?
On this episode of Elementality, Reese talks to the clients of his RIA about the advantages of maintaining adequate liquidity. Hear the type of advice you can offer your own clients about the Liquid Term (Lt) Element.
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By Jordan Haines, CFP®
4.8
3535 ratings
Beyond keeping enough money in an emergency fund, at what point are clients accumulating too much cash and need to put some of it to work?
On this episode of Elementality, Reese talks to the clients of his RIA about the advantages of maintaining adequate liquidity. Hear the type of advice you can offer your own clients about the Liquid Term (Lt) Element.
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