Cashflow
Let’s Discuss Cashflow
Alasdair Walker, Managing Director of Handford, Aitkenhead and Walker: lets discuss cashflow and Maslow’s hierarchy of needs.
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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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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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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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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Piercing the Surface
Developing a Financial Planning proposition can seem like a huge undertaking. But if your focus is already on achieving good outcomes for clients, you have the core foundations already in place. By Natalie Wright.
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Bringing Money to Life
By: Ruth Sturkey
Non-Executive Director, Podcaster & Business Coach
Our aim with the the PFS POWER Initiative is to empower and equip our readers to change people’s lives through Financial Planning. For many this means a change in mindset from transactional advice to a more comprehensive, life-focused service. By Ruth Sturkey.
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Annual Planning Meetings
You’ve taken on a new client, given them a great initial Financial Planning experience, followed up with an Annual Planning Meeting and are wondering what now? By Garry Hale.
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Draft Planning Meeting
Often meeting number two, the ‘draft’ planning meeting is another time to shine. It’s when life and money come together to show what’s possible.
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The Client Experience
There are two sides to the client experience: the actual process clients go through and the outcomes clients receive. Whilst the outcomes of Financial Planning are positive, the Financial Planning process can be initially daunting.
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Lifetime Cash Flow Modelling
Most Financial Planners put lifetime cash flow modelling at the heart of what they do. It’s essential to their work and the advice they give their clients.
Not everyone agrees though this may be because there is still some mystique about what cash flow modelling is. This section explains what cash flow modelling is, the benefits of using it with clients, as well as the drawbacks.
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