Prestwood offers ‘gamification’ to help planners’ exit strategies

Prestwood, best known as provider of Financial Planning cashflow modelling software Truth, is to encourage planners to consider ‘gamification’ techniques to improve their businesses and help develop exit strategies.

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Ex-IFP chief: My love for Financial Planning still strong 30 years on

Former IFP President Julie Lord, Chartered & Certified Financial Planner & Chartered Wealth Manager, has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and explaining why she is just as enthusiastic now as ever before.

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Ex-IFP President: CISI fence sitters will return to fold

A former IFP President believes any ‘fence sitters’ who have been unwilling to accept the merger with the CISI “will return to the fold”.

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Julie Lord: Some advisers long way off understanding cashflow

It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.

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