The Increasing use of cashflow planning in financial services - Plenary

The Increasing use of cashflow planning in financial advice

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Speaker

Martin McKenna
Moderator – Consultant – FTRC

Andrew Moore
Managing Director – Goodmans Financial Planning

Oliver Bourke
Managing Director – Mercury Wealth

Learning Objectives

What are the major trends in planning tools?
How to use Cashflow planning to ensure clients stick to their financial plan in difficult economic times.
How we can put a financial plan on every client’s phone.