CashCalc, the adviser-created cashflow planning software, is offering users a free client-facing education video that explains the basics of cashflow planning.
Users of the software will be able to brand the video with their company logo at no additional cost, and will be provided with a preview link and an embed code so it can be placed on a company website...
‘Important to have an anchor’
Lack of innovation for solutions
Some 2,000 consumers affected
Achievements, charity work and other happy snippets