Cashflow modelling survey
Cashflow Modelling 22 December 2020
Intelliflo and i4C recently did a joint survey to their customer base to ask them whether cashflow modelling forms part of their advice process and if so, how.
Key findings of this extensive research included:
- Almost three-quarters put cashflow modelling tools top for helping clients meet their long-term goal
- Cashflow modelling has helped two-thirds of advisers reduce client worry in the pandemic
- Yet, only a third use cashflow modelling with all clients and less than half use it at milestone moments