A recent LendingClub report has been in the news a lot lately. Many are surprised to learn that 61% of people in the U.S. live paycheck to paycheck. Interestingly, compared to previous years, a larger portion of these individuals are urban dwellers and individuals making over $100,000/year. All of this begs the question: When did you last check in on your client’s cash management?
If you’re looking for a great cash flow management tool to use with your clients that aligns with your life planning approach, come learn what MQ has to offer during our upcoming webinar “Introduction to First Step Cash Management.”