Category: Cashflow Modelling
Cashflow Modelling, i4C Blog 7 January 2021
What’s the future for cashflow modelling, and what does 2021 have in store? Here are some thoughts and predictions for how cashflow might develop this...
Read more 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...
Read more Cashflow Modelling, i4C Blog 14 December 2020
Cashflow modelling offers huge benefits. But how do you position it with clients? Here are some great tips from financial advice firms who use it...
Read more Cashflow Modelling, i4C Blog 13 November 2020
Using a cashflow tool interactively in a client meeting can generate huge benefits. Here are 7 reasons that you should use cashflow planning live with...
Read more Cashflow Modelling, i4C Blog 11 November 2020
There are lots of convincing reasons why financial planning should be done as a couple. Here are a few, and how cash flow planning can...
Read more Cashflow Modelling, i4C Blog 9 November 2020
In the month of Talk Money week, we look at how cashflow planning enables conversations, and gets clients opening up about their personal finances. Every...
Read more Cashflow Modelling, i4C Blog 27 October 2020
Cash flow modelling can be a fantastic tool – if used correctly. With Halloween coming up, here are 10 scary cash flow mistakes that you...
Read more Cashflow Modelling, i4C Blog 20 October 2020
A financial coach seeks to improve a client’s relationship with their money. Here’s how cashflow modelling can support this modern approach to planning. We’ve previously...
Read more Cashflow Modelling, i4C Blog 16 October 2020
In a recent webinar, we heard from paraplanner Aishling Costello who shared her experiences with cashflow modelling and i4C. Here’s what she told us. As...
Read more Cashflow Modelling, Events, Webinar 2 October 2020
Citywire Fintech Forum 2020 Rob Tedder, Client Cashflow Solutions Manager of i4C talks to Ian Horne at the Citywire Fintech Forum 2020 about how technology...
Read more