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Julie Lord, Magenta Financial Planning
Manage episode 191235092 series 1606166
PFS Festival Radio and Bamford Media에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 PFS Festival Radio and Bamford Media 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Martin talks to Julie Lord from Magenta Financial Planning about the ticking pension freedoms time bomb and the importance of cash flow planning. Julie Lord is a very successful, fee-based Financial Planner, an enthusiastic user of Prestwood financial planning software for the past 23 years, and is currently on the board at Prestwood as Director. In addition, Julie has been a much sought after speaker at financial planning conferences around the world and her seminars, which are designed to demonstrate to Financial Planners how to create a profitable business centred around the client, have long waiting lists.
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