Kim Bendall: Cashflow – embrace the fear!

19 April 2022

For paraplanners to truly understand the client experience of financial planning they should put themselves through the cashflow forecasting process and the emotions it can create, says  Kim Bendall, director of outsource paraplanning firm Go Paraplanning. Go on, be honest. How many of you have actually done your own proper financial plan? Or, going one step further,...