Planner: Listening to clients who leave offers great insight to improve

Listening to clients that decide to leave can provide “massively useful insights”, a Financial Planner says.

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Ex-IFP President: See another adviser if you don't value cashflow model

A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling.

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Ex-IFP President Lord to guest at Prestwood roadshows

Former IFP President Julie Lord FIFP CFPCM, who recently became a director of Prestwood Software, is to be a special guest speaker at a series of Prestwood seminars. Read more...

Former IFP President Julie Lord joins Prestwood as a director

The Financial Planning software company Prestwood has signed up former IFP President Julie Lord as a director. Read more...

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