The power of cashflow modelling for professional connections and their clients.
How planners can demonstrate the value of cashflow planning to add to a professional firm's existing service.
This session will cover:
This event is only available to Chartered members.
Cashflow modelling is now seen as an essential part of the financial planning process, allowing you to continue to add value to clients while saving considerable time to focus on developing new and existing relationships. This session will focus on how cashflow modelling can allow you to simply and efficiently plan holistically for client eventualities, enabling you to have informed and frank conversations with your clients. In addition, we will explore the potential opportunities that can be developed incorporating cashflow as a central part of joint propositions with strategic partners such as solicitors, accountants and corporate financiers amongst others.
Speaker: Carly Robbins, I4C
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Smith & Pinching
Carly has worked in the financial services industry since leaving college in 2000. She has a thorough understanding of the inner workings of wealth management from an administration and more technical paraplanner perspective. Carly is Level 4 Diploma qualified and a Certified Practitioner in Data Protection with experience in sales as well as compliance. Having worked with advisers and financial planning firms throughout, Carly has a good understanding of the challenges faced by advisers and businesses. Carly can see the power of cashflow modelling within a client proposition, from both a client and business value perspective. She is passionate about cashflow modelling and the benefits it can provide, and also the process of educating firms to use cashflow live and interactively with clients drawing on her own experience to demonstrate how this can be done.
Smith & Pinching
This formerly De Vere Elizabethan-style mansion built in 1859 has been lovingly restored to all its former glory. Built against 150 acres of stunning wooded Norfolk parkland, the setting is just as unique as its history. Dunston Hall is located 5 miles from Norwich Station. If you are travelling by car, Dunston Hall is on the A140, Ipswich Road. From the M11 take the A11 towards Norwich.
Parking and WiFi complimentary to all guests.
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The dress code is business attire.