threesixty Tech Webinar Recordings 2020

, 1 October 2020

Adviser-Tech-Webinars

Discover how adviser tech firms are supporting advice businesses and their staff to work and service clients remotely with innovative tools in the threesixty Adviser Tech webinar series.

Rob Tedder talks about how cashflow modelling is providing clarity in uncertain times.

DEMO SYNOPSIS:

Today clients are understandably concerned about their financial well-being. How COVID-19 has impacted individuals varies widely. Many have lost their income and businesses – others are fortunate to be paid whilst working from home. Many have seen the value of investments fall sharply.

The question most clients ask is: “How is this going to impact my finances now and in the future?” Cashflow modelling is coming into its own in these extreme times by:

  • Modelling all scenarios quickly and easily.
  • Showing clearly how these are built so clients can assess “catastrophe planning”.
  • Clearly and concisely demonstrating how COVID-19 has impacted their position in short, medium and long terms.
  • Helping clients visualise the value of lifetime planning, including tax.

Cashflow modelling helps you give clients clarity and confidence in their long-term financial plan. Technology should help not hinder this process. We will demonstrate the importance of choosing technology that is easy to use but comprehensive enough to answer all questions.

Watch the demo here