Using the Rule of 300 to Motivate Clients

Brought to you by Corey Keltner

On March 16, 2020

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

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