Professional Paraplanner Technical Insight Webinar
Rob Tedder, Carly Robbins and Aishling Costello Cert CII (FS) gave some great insights from a paraplanner perspective on the power of cashflow modelling as well as some tips on how to incorporate cashflow into everything you do.
Technical Insight Webinar – Maximum impact. Minimum time. Unleash the power of cashflow modelling.
Description: Cashflow modelling is increasingly seen as an essential part of the financial planning process. Bringing financial plans to life when used interactively with clients and as a research tool for compliance. However, technology should always strive to do more to streamline processes and enhance the efficiency of both the adviser and paraplanner roles.
Rob Tedder and Carly Robbins of i4C were joined by Aishling Costello, Paraplanner at Chartered Financial Management (UK) Ltd to discuss:
- How an effective cashflow tool can enhance the life of a paraplanner
- How using cashflow can help shape the paraplanner and adviser relationship
- How cashflow modelling helps deliver great outcomes for clients
Rob and Carly then demonstrated how cashflow technology should be used to help, not hinder, your processes. They focused on how simple and efficient it should be to build a financial plan for your client, whilst providing a clear and consistent audit trail to satisfy compliance.
Using a short case study they demonstrated how client questions can be answered easily using multiple scenarios and clear outputs which clients understand. They dispelled the myth that cashflow is complex and difficult, and proved that it can be used for all clients no matter how simple or complex.
Watch the video here: