Over the years we’ve heard all the arguments against cashflow modelling. Most are borne of fear, or a lack of understanding of the value it can add.
- It’s too complicated
- I don’t have time for it
- Clients don’t care
- It’s expensive
- It only supports selling products, not financial planning.
If you don’t use it, how do you help your clients to focus on the long-term value that your financial planning adds, and not on short-term investment returns?
How can they be sure they won’t run out of cash in their later years?
How else will you and the client know if your strategies and recommendations will allow them to live happily ever after?
To help you understand how cashflow modelling could strengthen your client relationships, minimise your compliance burden, and maximise fees and profitability, this guide will debunk ten of the most common myths we hear.
Simply fill in the form to download (we’ll need your name and email address).
Get in touch
i4C’s easy-to-use financial forecasting software is designed by financial planners for financial planners. It drives profitable relationships and increases client engagement, allowing you to deliver life-changing plans and reports for your clients.
To chat to one of us about the benefits of cashflow modelling, email sales@i4C.technology or call 020 3308 9448.