Full Fat Financial Planning Based On Cash Flow Modelling

Nick Lincoln
Nick Lincoln, Owner/Director of Values to Vision Financial Planning

Nick Lincoln has been providing what he calls ‘Full Fat Financial Planning with Cash Flow Modelling’ since he established his own business in 2008.
In this webinar, recorded for the Personal Financial Society Monthly Medley on 3 June 2021, Nick explains why Planning is Primary, Product is Periphery and the role cash flow modelling plays the hero in his 75 long-term client family relationships.

Learning objectives

How cash flow modelling:

  • Changes the risk conversation (critical to everything)
  • Makes clients into friends (and vice-versa)
  • Ends the pandering pandemic
  • Makes things super sticky, compliant and “right”.