Financial Advisor Client Cashflow Guides

Advisor guides are provided to Financial Advisors within the Bill Butler Partnership Program.  These guides aim to assist Advisors with identifying client cashflow opportunities and to guide meaningful conversations around wealth creation acceleration using cashflow management.

Let’s Work Together

Bill Butler aims to assist Advisor’s to grow their business through cashflow management opportunities and threats.  Whether it is a new prospect or existing client scenario you wish to workshop get in touch with our team.  We love discussing strategy around client money and debt management challenges and our team are experts in the minutiae of client’s financial lives.

Book a Partner – Client Strategy Session here or refer a client using the form.

Refer a client

  • Provide Referrer email address so client can be linked to Advisor for communications and reporting
  • Attach SOA or other relevant information.