Elementality for Financial Advisors | Elements Financial Vitals System™

Talking With Your Clients: Why Liquidity Is Important


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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.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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