Introducing the Financial Planner Life Academy: Shaping the Next Generation of Financial Professionals 00:10:00
Adam Owen, a freelance learning and development specialist and business consultant. I specialise in working with Financial Planning people. Forward Financial Planning – What does it Mean? In the first instance it means finding the time to take stock of all of your current assets and income streams and then projecting these forward, to enable you to understand your future income shortfall.