COFFEE + CATCHUP with Kaye (Argent Cashflow)—A fast, practical Q&A for advice firms using (or considering) myprosperity.

​COFFEE + CATCHUP is a weekly, fixed-time Zoom session hosted by Kaye Trewartha | Happy Founder, Argent Cashflow.

​It’s for advice firms who want stronger engagement between reviews, simpler cashflow conversations, and adoption that actually sticks — without adding workload.

​Each week is short and sharp: one practical move + open Q&A. Bring your real questions — onboarding, cadence, messaging, client engagement, portal adoption — and we’ll workshop the next step together.

​First session

​Session 1 has no formal agenda.
It’s a “how are we going this year?” vibe — what’s working, what’s messy, and what would make this weekly 30 minutes genuinely useful for you.

​Who should attend

​Advice principals / practice owners
Practice managers / operations leads
Advisers + client service teams who want a simple engagement rhythm

​What you’ll get

​One practical takeaway each week (script/template/checklist)

​Quick answers to operational questions (screen share optional)

​A clear next step if you want help implementing

​Format (30 minutes)

​0–5 mins: Welcome + what you’re working on
5–12 mins: Micro-teach (one practical move)
12–28 mins: Open Q&A
28–30 mins: Close + next week’s prompt

​What to bring

​One question you want answered — even if it’s messy.

​House rules

​No judgment, no dumb questions
Practical > theoretical
No client-identifying details