Building Budgets For Your Clients
Are you ready to up your advisory game?
Learn how to build stellar budgets for your clients. Cathy Iconis will walk you through the process of building a budget – planning, gathering information, determining the numbers, and the final review. This 73-minute training includes a real-life example of building a budget in Excel – plus some time-saving tips in Excel!
With the purchase of the course, you also get access to the slides from the presentation, a PDF template to help you with budget planning with your clients, and the completed Excel file from the example provided in the training.
- Planning with Clients
- Gathering Information
- Determining Budget Numbers
- Final Review
- Budget Build Example
- Slides – Building Budgets for Your Clients
- Budget Planner Template
- Budget Build Example (Excel)