Julie Lord (FIFP FPFS Chartered & Certified Financial Planner CM), Director of Prestwood Software, is special guest speaker at a series of Prestwood seminars taking place around the country.
Recently appointed to the Board of Prestwood Software, Julie’s drive and innovation is already being shared with Prestwood customers. In a forthcoming series of Seminars for Success, Julie will be sharing many of the skills she has developed over the years that have made her one of the most highly qualified and successful Financial Planners in the UK. Using Prestwood’s award-winning cash-flow modeling software, Julie will demonstrate how using tools effectively gives Planners the edge over their competitors, whilst delivering a better service for their clients.
Julie Lord said: “You cannot do proper Financial Planning without using cash-flow modeling but many planners are stuck in their comfort zone and simply don’t know how to raise their game.
“These seminars are aimed at simplifying and streamlining financial planning processes; dispelling myths about complexity and cost; and discussing the merits and benefits of proper interactive cash-flow modeling, especially in relation to client engagement and business value.”
Paul Etheridge, Chairman of the Prestwood Group of Companies and founder President of the Institute of Financial Planning said: “Any Financial Planner needing to be inspired or motivated should come –I guarantee they will leave with at least one gem that will immediately begin to reap rewards for them.”
The seminars are open to all Planners and Para-planners – not just Prestwood-users. To reserve a seat please phone 01384 273736 or contact us through this website.
Here are details of upcoming events:
| 20/10/2015 | Cardiff | All Nations Centre |
| 10/11/2015 | London | Novotel Southwark |
| 17/11/2015 | Birmingham | Hyatt Regency |
| 24/11/2015 | Manchester | Manchester Conference Centre |
