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