How Being Chartered is Just the Beginning, Not the End

A list of ‘nevers’, achieving Chartered Financial Planner status, a year by myself, giving birth and why I created my own online ‘village’ community. It’s coming up to a year that I’ve worked entirely alone.

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By: Charlotte Wood
Rosewood Financial Planning

Producing a Virtual Event for Clients

Ruth Sturkey shares Paradigm Norton’s experience of planning and producing a virtual event for clients. Having all things backed up is key.

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By: Ruth Sturkey
Client Director – London
Paradigm Norton

Three Ways to Market and Promote Cashflow

When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.

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By: Martin Bamford
Bamford Media Ltd

Reap the Rewards of Cashflow Modelling

Cashflow modelling demonstrates the value you add to a client and you can stress test market movement on a client’s longterm financial plan.

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By: Rob Tedder
Client Cashflow Solutions Manager
i4C Cashflow Modelling Software

Opportunities to Keep Engaging

An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

Slowly but Surely does it

Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?

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By: Damien Rylett
Brunel Capital Partners