Cashflow

Creating a Capacity for Life’s Perks

Image of Mike Hawthorne
By: Mike Hawthorne
Chartered Financial Planner
Amber River True Bearing

Can a client’s small weekly habits be more impactful than the technically excellent planning and advice we give?

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Let’s Discuss Cashflow

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

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

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By: Martin Bamford
CEO
Bamford Media Ltd

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

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

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

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

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

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By: Damien Rylett
CEO
Brunel Capital Partners

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

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By: Natalie Wright
Partner
Mazars

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

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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

Image of Garry Hale
By: Garry Hale
Managing Director
HK Wealth

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

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By: Steph McDonald
Chartered Financial Planner
HarperLees

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

Image of Dennis Hall
By: Dennis Hall
CEO
Yellowtail Financial Planning

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

Image of Dennis Hall
By: Dennis Hall
CEO
Yellowtail Financial Planning

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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