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July 2020

POWER Webinar: Cashflow Modelling from a Practitioner’s Perspective

July 22 @ 11:00 - 12:00

Practitioners Graham Ponting, Alasdair Walker, and Ricky Chan, users of Prestwood Truth, Voyant and CashCalc respectively, will share: Why they started using cashflow modelling. How they use it with clients. How they develop their assumptions, and The benefits it has brought to their business. Learning outcomes: Understand how three planners using different software operate cashflow modelling What does cashflow specifically help identify/quantify How does cashflow modelling support capacity for loss assessment What is the most powerful element of cashflow modelling…

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POWER Webinar: How We Run First Meetings with Clients

July 29 @ 11:00 - 12:00

60 minutes: 40 minutes presentation, 20 minutes Q&A Neil Parker, CEO, demonstrates how first meetings are run at Joslin Rhodes Lifestyle Financial Planning Ltd. Neil will walk through how the client conversation unfolds and show how an initial ‘site survey’ is conducted. Learning objectives During this webinar you will; Learn about the client experience in the first meeting as the conversation moves from talking about money to talking about the whole of the client’s lifeUnderstand when to talk about key…

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