Cashflow modelling really does make advice bomb-proof!
At the end of June we ran a hugely successful consultancy event in Birmingham along with Engage Insight’s Chris Davies. Designed to help planners improve their business and profitability, the feedback has been amazing. This has reinforced our own view that cashflow modelling underpins the most successful financial planning businesses.
If you haven’t already read this article in Adviser Business Review, you should! Find out how one of planner felt about taking time out to focus on himself.
Truth® users not scared of DB transfers…
Interestingly, all attendees at the Birmingham event said they did DB transfers and weren’t scared of them! The media and the FCA seem to be urging caution, suggesting in many cases it is wrong for the client. However, Truth® planners know that using cashflow modelling eliminates any doubt about the advice you offer.
You can read more about how Truth® can help with DB transfer advice in our recent blog – DB or not DB: that is the question!
Next stop: London
On 21st July we will be holding another free Prestwood/Engage event in London. If you would like to book a place contact firstname.lastname@example.org, or call our support team on 01384 273736.