Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford

Published: Aug. 29, 2018, noon

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Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and XY Adviser in Australia. After working in the industry and realizing he wasn\\u2019t serving the client base he wanted to focus on, Steve started his own financial planning firm at what was probably the worst possible time to start a firm: 2008.

Despite the timing\\u2014and despite committing four major don\\u2019ts with his own firm\\u2014Steve has been steadily growing his business and helping his clients become financially independent. Since bringing on a couple of other advisors, he\\u2019s shifted his focus to providing cash flow planning services, and also training other advisors on how to provide this service. Listen in to hear how Steve integrated cash flow planning into his service model, where the majority of his clients come from, and what to expect from the cash flow presentation he\'ll be giving at the XYPN LIVE 2018 Conference.

You can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/167

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