Financial Planning & Cashflow 3: Growing Client Confidence
President of the Personal Finance Society
Founder and CEO
Oakmere Wealth Management
Director and Chartered Independent Financial Planner
Themis Wealth Management
Chartered Financial Planner
Chase de Vere
Wealth Manager
William Highbourne
In this third and final webinar of this series, four members of the POWER Panel discuss how to embed cashflow modelling into the financial planning process throughout the lifetime with the client.
We demonstrate how cashflow modelling continues to enhance Clarity, Connection Choice and grows Control and Confidence.
We look at annual reviews and forward planning meetings, how to cover all the important parts of personal financial planning from protection to the numerous life transitions that take place over the course of clients and their families lives.
Learning points
- How to use cashflow modelling in annual reviews and forward planning meetings
- How the model can help with ad-hoc contact and withdrawals
- Preparation for meetings
- Pre and post meeting actions
- How to deliver true client confidence.
Watch the other two webinars in this series:
Financial Planning & Cashflow 1: Achieving Client Outcomes
Four members of the POWER Panel begin with why Cashflow Modelling is key to delivering five key consumer outcomes
Financial Planning & Cashflow 2: Elevating Client Conversations
We demonstrate how cashflow modelling elevates client conversations and brings financial reality and possibilities to life, how to engage clients and achieve some quick wins.
