Financial Planning - the heart of the matter

Having considered marketing, positioning and then ethics in our first meetings of 2012 we now turn our attention to Financial Planning. Richard runs an outsourced paraplanning business and probably knows more about day to day Financial Planning issues than most. He will look at the main software packages available, the efficiencies he has created to make his business run better, and the process he uses when taking a new client from the start to the finish of the Financial Planning process. Dealing with a variety of clients from a variety of different Financial Planners Richard is able to bring both a breadth as well as a depth of knowledge and understanding to the topic. Apart from using other proprietary software Richard also developed his own Financial Planning tool called ‘MoneyScope’