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The universal truths of cashflow modelling

The universal truths of cashflow modelling

There are universal ways cashflow modelling is used by financial planning firms, observes Jon Dodson of Redmill Advance. In a few short years, we’ve moved to a point where Cash Flow Modelling (CFM) is a staple in many financial planners’ toolkit. It’s truly amazing...
Estate Planning – a no parking zone?

Estate Planning – a no parking zone?

Despite greater understanding of the need for estate planning it can often be the element of advice that clients prefer not to tackle. Jon Dodson Redmill Advance, provides some practical tips on addressing their reticence. I was watching an interview with a Hollywood...
Kick off 2022 by reaching out!

Kick off 2022 by reaching out!

Starting the New Year, when change is in the air, our clients and prospective clients, may need our help more than normal, says Jon Dodson, technical and propositions manager, Redmill Advance. As we move into the New Year proper, many of us will have resolved to...
Rolling out your learning management system

Rolling out your learning management system

Rolling out your new Learning Management System? If over the last year, you’ve adopted a more online approach to learning and development in your business or have invested in a learning and development platform, here are a few tips to make an impactful impression on...