Top Tweets for #CashFlowModelling

over 2 years ago

Client was “dreading” our meeting to discuss their cashflow modelling and feasibility of retirement. They were beyond happy to learn they could afford to retire NOW whilst achieving their dreams. What a way to go into the weekend? 🍾 💥 🏖️ #Financialplanning #Cashflowmodelling

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over 2 years ago

We’ve made some exciting enhancements to our Cashflow Modelling tool! Now with increased functionality, flexibility, and customisation. Request a demo today to see it in action: https://t.co/27QNrwau3J #cashflowmodelling #finance #financialadvisers

DefaqtoAdviser's tweet photo. We’ve made some exciting enhancements to our Cashflow Modelling tool! Now with increased functionality, flexibility, and customisation.

Request a demo today to see it in action: https://t.co/27QNrwau3J #cashflowmodelling #finance #financialadvisers https://t.co/DmTqd57bbl

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over 2 years ago

Cash flow modeling is essential in financial advice! It's the roadmap to financial stability. Understanding income & expenses helps tailor strategies for savings, investments, and goals. A crystal-clear view of finances = better decisions! 💡💸 #FinancialAdvice #CashFlowModelling

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FinCalcUK @FinCalcUK

almost 3 years ago

We are working with our friends at @Just_Adviser to jointly host a series of morning seminars across the UK, during June and July, to discuss the key retirement challenges clients face. ✍🏻 BOOK YOUR PLACE NOW https://t.co/0fZ1XkYPsF #CPD #cashflowmodelling #retirementincome

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over 3 years ago

Our new Cashflow Modelling module is the first of its kind to work as a part of Engage: the end-to-end financial planning tool, providing advisers with a consistent methodology throughout the advice process. Find out more 👉https://t.co/jvCqlSL0vh #cashflowmodelling #ifa

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over 3 years ago

📣 CASHFLOW MODELLING MODULE NOW AVAILABLE IN ENGAGE Advisers using Engage will benefit from cashflow modelling seamlessly embedded into their advice process without rekeying. Find out more or book a demo here 👉 https://t.co/B7tPjXRgsS #cashflowmodelling #ifa #financialadvice

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Chris Wolfe @Chris_M_Wolfe

over 3 years ago

There is still time to register for the last Engage session for 2022 and see a demo of the new Cashflow Modelling tool. Book your space here 👉https://t.co/wZOHtwg9qf #engage #ifa #financialadvice #cashflowmodelling

DefaqtoAdviser's tweet photo. There is still time to register for the last Engage session for 2022 and see a demo of the new Cashflow Modelling tool.
Book your space here 👉https://t.co/wZOHtwg9qf
#engage #ifa #financialadvice #cashflowmodelling https://t.co/O1vQz91PDt

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over 3 years ago

10 mistakes to avoid in preparing Cash Flow Models #cashflowmodelling #finance #finanstwitter https://t.co/4aSsljJm6L

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SandringhamFP @sandringhamfp

almost 4 years ago

Why spend ages trying to explain #financialplanning and #cashflowmodelling when you have drawing skills like this? 👩‍🎨

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about 4 years ago

We're in Leeds today. Great to see familiar faces in the flesh after such a long time. Another entertaining session this morning with @RayNiche from @CashCalc. Now time to get thinking caps on for some cashflow case studies.#cashcalc #cashflowmodelling #partnerevent #leeds

sandringhamfp's tweet photo. We're in Leeds today. Great to see familiar faces in the flesh after such a long time. Another entertaining session this morning with @RayNiche from @CashCalc. Now time to get thinking caps on for some cashflow case studies.#cashcalc #cashflowmodelling #partnerevent #leeds https://t.co/3WTuA5eaP4

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SandringhamFP @sandringhamfp

about 4 years ago

It is a busy day ahead today at our face-to-face Partner event in London. Ray Adams from @CashCalc is now on stage to deliver his insightful session on cash flow modelling. #cashcalc #cashflowmodelling #partnerevent #london

sandringhamfp's tweet photo. It is a busy day ahead today at our face-to-face Partner event in London. Ray Adams from @CashCalc is now on stage to deliver his insightful session on cash flow modelling.

#cashcalc #cashflowmodelling #partnerevent #london https://t.co/JcdoqBZ0ug

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Nick Cassidy @Nick_financial

about 4 years ago

Bumped into @benleech7 this morning! Both seeing clients in Manchester! #pensionsetup #cashflowmodelling #finance

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about 4 years ago

'#Cashflowplanning can provide reassurance that the plan is progressing as anticipated, or evidence the need for adjustments.' Our CEO, @NickEatock talks to @Citywire about inflation & how #cashflowmodelling can help. Read the full article here ➡ https://t.co/igfh1NgOsi

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about 4 years ago

#cashflowmodelling is increasingly being used as a tool for #protectionplanning with clients. Discover why and how on our blog ➡️ https://t.co/vhOO36bXMV #financialplanning #cashflow

IntellifloLtd's tweet photo. #cashflowmodelling is increasingly being used as a tool for #protectionplanning with clients. Discover why and how on our blog ➡️ https://t.co/vhOO36bXMV

#financialplanning #cashflow https://t.co/dk1Yd3EBA4

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over 4 years ago

Fascinating financial planning meeting with client hoping to retire this year and looking at various ‘what if’ scenarios i.e. “what if I were to upgrade my house, can I still afford to retire?”. Love helping clients to make huge financial decisions! #cashflowmodelling

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over 4 years ago

So many reasons to check out our new #cashflowplanning solution! Discover them all in the new intelliflo planning brochure ➡️ https://t.co/9BUtmhWz74 #cashflowmodelling #wealthplanning

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