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NextGen Planners Podcast: Simple financial planning with Ray Adams

Chartered Financial Planner and founder of CashCalc, Ray Adams, joins Dan Graham for an episode of the NextGen Planners Podcast to discuss cashflow modelling, client onboarding and digital engagement.

31 January 2022

The latest episode of the NextGen Planners Podcast, hosted by Dan Graham, features Chartered Financial Planner and founder of CashCalc, Ray Adams. Within the 1-hour session, they discuss why simplicity is such a key factor for a financial adviser, the importance of cashflow modelling and how best to use it with clients, the evolution of client onboarding and digital engagement, plus much more.

The podcast is also available to listen on:

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