Cashflow Modelling, i4C Blog 20 July 2020
Over the years, we’ve heard all the objections to cashflow modelling. Here’s why it isn’t expensive, complicated or only for wealthy clients. We’re told it’s...
Read moreCashflow Modelling, i4C Blog 14 July 2020
Cashflow modelling empowers your clients to make informed decisions. Use it to help them understand not only the value that you provide as their ‘Life...
Read moreCashflow Modelling, i4C Blog 14 July 2020
According to the FCA, just 6% of 18-34-year-olds took financial advice in 2017. Here’s how to attract younger clients, and the benefits of doing so....
Read moreCashflow Modelling, i4C Blog 29 June 2020
How investing in your business now will put you in a great position when the pandemic is over With eight million staff furloughed and millions...
Read moreCashflow Modelling, i4C Blog 24 March 2020
Time to focus clients on long-term holistic planning There have been numerous regulation changes in recent years working in favour of cashflow modelling. It is...
Read moreCashflow Modelling 3 September 2019
Cash flow planning has seen us evolve as a business. My approach to financial planning is all about evolution. For me cash flow planning has...
Read moreCashflow Modelling 23 August 2019
Cashflow modelling is now an essential part of the financial planning process. It is helping make planners lives easier. At this years Change the Game...
Read moreCashflow Modelling 12 July 2019
The cash flow planning movement continues to gather pace. The number of advisers using cash flow planning grows daily. The feedback from those using it...
Read moreCashflow Modelling, Protection 10 May 2019
It is becoming widely accepted that cashflow modelling is an essential part of the financial planning process. This is especially the case for firms who...
Read moreCashflow Modelling 7 March 2019
There has been a significant amount of change in the advice profession over the past 10 years. However, that pace of change is only set...
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Cashflow Modelling, i4C Blog
14 July 2020
