You want clients motivated about their financial future. Unfortunately, some may have a difficult time prioritizing goals in the distant future. The Rule of 300 is a simple way to put goals into a present perspective. In this video, we will discuss how this simple rule of thumb can help clients reframe their goals.
We will discuss:
- Easily convert account balances to monthly cash flows
- Reevaluate spending
- Understand big ticket purchases
- Make incremental improvements