Julie Lord: Why cashflow forecasts helped after sudden job loss
- Tuesday, 17 January 2017
- Articles
Two leading Financial Planners have explained how using lifetime cashflow forecasts helped a client deal with the sudden financial shock of losing his high flying executive job at 55.
Read more...Top 12 tips for Financial Planning and social media
- Thursday, 29 December 2016
- Articles
Many Financial Planners use social media in one form or another as part of their businesses and daily lives.
Read more...Julie Lord: How we came to aid of client after sudden job loss
- Tuesday, 20 December 2016
- Articles
Ex-IFP President Julie Lord has described how she and fellow Financial Planner Gretchen Betts helped a client who was plunged into uncertainty in middle age after being unexpectedly made redundant.
Read more...Financial Planning and Facebook: How to gain new clients
- Friday, 16 December 2016
- Articles
An American social media expert says financial advisers should capitalise on the growing trend towards live video to generate new client leads.
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