Goal Based versus Cash Flow Based Financial Planning by Francois du Toit
Автор: PROpulsion
Загружено: 2019-01-02
Просмотров: 290
Описание:
This is a recording of a live webinar we hosted in May 2017. The content is still relevant today and has been updated where necessary.
This was the first of three webinars in the series "The Art of Financial Planning and how to sell it as a true sales professional".
In this webinar, Francois du Toit discusses:
What Goal Based Planning is
What Cash Flow Based Planning is
How to determine the real need of a client
Charging for Financial Planning
Software Options for the different financial planning approaches
Other topics in this series:
Webinar 2: 5 Biggest Mistakes Financial Planners Make
Webinar 3: Investment Planning Pitfalls
---Connect---
Website: http://www.francoisdutoit.co.za
Twitter: / francoisdtza
Linkedin: / francoisdutoitza
E-mail: [email protected]
Online Courses: https://learn.circulus.co.za/courses/
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