Adding Currence to your planning process begins with the first meeting and evolves through several important steps. These fundamental steps allow the Currence Strategist and client to work towards a trusting and long lasting relationship. This comprehensive journey allows you to "get on the same side of the table" as the client.
Initial Contact
Schedule a Currence conversation for every new client you meet. Provide existing clients with the opportunity to learn about Currence as well.
Buy-In and on-boarding (Enrollment)
In this step of the process you will be introducing the Enrollment Conversation. The Enrollment Conversation exercise gives the client the opportunity to discover the need for effective cash flow management and choose Currence as a solution. We recommend implementing the Enrollment Conversation in the cash flow analysis of your process. During onboarding you will go through a series of exercises with the client to ensure they are setting up their account properly prior to opening the account. At the end of the onboarding process your client should have an operating Currence account.
Planning and Implementation (Calibration)
Use the Free Cash Flow worksheet to help the client understand free cash flow moving forward. This gives the client permission to take action on your planning recommendations. Use the Calibration worksheet to help your client discover the optimal choice using free cash flow to create Cash Flow Engines.
Monitor Results (Calibration)
Since you are connected to the client through the Currence Reservoir, the conversation with the client is ongoing and continual. The client creates unconscious savings and therefore decisions need to be made regularly on their newly accumulated savings.