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.

Read more...

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.

Read more...

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”.

Read more...

Julie Lord: Some advisers long way off understanding cashflow

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

Read more...
 Advertise your vacancy to thousands of professionals on FINANCIAL PLANNING JOBS  
Finding new talent is tough these days but we can help you reach 12,000+ financial professionals by advertising your job vacancy with us. You can set up an account and post your job the same day on our specialist job board. Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/