Series 66: 4.2.4.1 Cash Flow/Income Statement

Taken from our Series 66 Online Guide

4.2.4.1 Cash Flow/Income Statement

Just because a client appears wealthy on paper doesn’t mean they have ready access to their cash. Likewise, just because a client doesn’t have a bunch of zeros on their bank statement doesn’t mean they can’t invest a good amount of money. Cash flow, or the amount of money that flows in and out of a client’s house

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