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Grow your practice starting today

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Meeting your client at their paycheck moves you up the food chain as you help your clients save before they spend. 

  • 6x higher savings rates than the national average**
  • 75% reduction in client meeting time
Join Today

Find the money

Help clients increase savings rate 6x more

Flip the switch on the traditional cash flow food chain by helping your clients to save first. This change of direction in cash flow drives savings accumulation with upwards of 6x higher savings rates than the national average. Move yourself up the food chain to realize these benefits: 

  • Influence all of your clients’ income, not what’s leftover  
  • Create a steady stream of new resources to put to work 
  • Realize faster decisions from increased client confidence 
Ideal Direction of Cash Flow (3)
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Find the people

Gain More Clients

Differentiate yourself as an income advisor with Currence’s IUM approach. Help your clients make the best choices to grow and protect their wealth with a steady stream of investible cash. As a cash flow expert and income advisor you will gain these advantages:

  • Open 97% of market, rather than competing for the 3% with everyone else
  • Witness your B+C clients ‘magically’ convert themselves to A clients 
  • Gain effortless referrals moving upmarket to higher net worth individuals

Keep them both

Cut down client meeting time by 75%

Give clients more confidence to make choices that will improve their financial position with Currence. This will save you both a tremendous amount of time, with a common language and clearly defined rules of engagement.  

Improve client outcomes and grow your business.  

  • Gain your time back for personal or professional growth 
  • Create a legion of loyal clients that become your best lead source 
  • Increase client retention as their confidence grows 
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What Currence Strategists are saying

Currence is the most valuable addition I’ve added to my business and every client who’s using it would agree. The technology makes implementation seamless. The mechanics allow #cashflow organization and insight that no other #fintech even comes close to providing. The relationship between me and my clients has never been stronger. 10/10 would recommend!

chad

Chad McMains
Valent Wealth

What Currence Strategists are saying

Currence gives us a structure to control cash flow. And when we can control cash flow, we enable ourselves to live lives of purpose and to serve in ways that we might not be able to if cash flow wasn't controlled. And so I'm so grateful to have it as a part of our practice to enable our clients to have the benefit of it.

Kim

Kim Butler
Prosperity Thinkers

What Currence Strategists are saying

Currence is a game changer for handling your cash flow. It has proven to help clients save more than 600% more than the national average. Whether you're a consumer or advisor this is for you. This has been absolutely game changer for me and clients.

Brock

Brock Fortner
StoneCentury Financial

Get Started

Benefits of Currence

premium subscription
Premium Subscription

Premium subscription with unlimited client invites and the ability to enroll your team for delegation and collaboration with clients.

Head with Book
National Training

Learn from those who have been successful with Currence during our weekly training and coaching series. Included in this is access to our Playbook, the master class in adding IUM to your practice.

self-guided training
Self-guided Training

Access our self-guided course with videos, email and call scripts, and worksheets to help you enroll clients onto Currence.

one on one coaching
Community

Join the Currence Community and hear how other Strategists are adding Income Under Management to their practice.

*5POINT20 Promotion by Currence, Inc. (“Currence") and its affiliates are limited to those who (i) sign up for a new account on Currence; (ii) are existing LIMITED members of Currence, and (iii) do not have a paused, locked, or closed account. Currence, Inc. reserves the right to modify or cancel the offer at any time. Individuals are limited to use of one 5POINT20 coupon per account. Only applicable to qualified Currence members or prospective members. See Currence’s full Terms of Service here. 

CIA-Chartered Plan Promotion by Currence, Inc. (“Currence") and its affiliates is valid 09/30/2024 -12/31/2024 23:59:59 EST and is limited to those who (i) sign up for a new account on Currence; (ii) are existing LIMITED or PREMIUM subscribers of Currence, and (iii) do not have a paused, locked, or closed account. Promotion expires 12/31/2024 23:59:59 EST. Currence, Inc. reserves the right to modify or cancel the offer at any time. Individuals are limited to use of one subscription per account. Only applicable to qualified Currence members or prospective members. See Currence’s full Terms of Service here.  

Program is void where prohibited or if accounts or transactions are fraudulent, abusive, not completed through legitimate channels, in violation of these terms, or irregular in any way.