Cashflow model to be backbone of new Financial Planning firm
- Thursday, 18 August 2016
- Articles
Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.
Read more...Ex-IFP chief sets up breakaway Financial Planning firm
- Wednesday, 17 August 2016
- Articles
Former IFP President Julie Lord is forming a new Financial Planning firm.
Read more...Planner: Listening to clients who leave offers great insight to improve
- Tuesday, 09 August 2016
- Articles
Listening to clients that decide to leave can provide “massively useful insights”, a Financial Planner says.
Read more...Ex-IFP President: See another adviser if you don't value cashflow model
- Monday, 08 August 2016
- Articles
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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