Sign up to save your podcasts
Or
Share Talking With Your Clients: Why Liquidity Is Important
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Talking With Your Clients: Why Liquidity Is Important
Beyond having an emergency fund, are there other advantages to having adequate liquidity? And what criteria is used to define liquid cash? On this episode of Elementality, Reese explains to the clients of his RIA why understanding their Liquid Term (Lt) helps them resolve immediate cash needs and allows them to make more rational financial decisions.
View all episodes
By Jordan Haines, CFP®
4.8
3434 ratings
Beyond having an emergency fund, are there other advantages to having adequate liquidity? And what criteria is used to define liquid cash? On this episode of Elementality, Reese explains to the clients of his RIA why understanding their Liquid Term (Lt) helps them resolve immediate cash needs and allows them to make more rational financial decisions.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
WSJ Your Money Briefing
1,714 Listeners
Behind The Advisor
142 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Capital Ideas Podcast
273 Listeners
Animal Spirits Podcast
2,003 Listeners
Wall Street Breakfast
1,016 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,069 Listeners
The Long View
877 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
239 Listeners
Barron's Advisor
108 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
125 Listeners
Retirement Planning Education, with Andy Panko
750 Listeners
Only Fee-Only
15 Listeners
Advisor Marketing Made Simple
18 Listeners