We've had the opportunity to see many different types of advice models down the years as part of this podcast, but even now after all these years it still impresses me when practitioners make a way of operating truly theirs.
In this Finnovation Masterclass, you're invited to tune in as myself and Sacha Burchgart explore what it is about her practice Burcheart Financial that has seen her consistently grow her practice with great clients despite no formal marketing.
At the core of it lies a methodology that uses cash flow analysis and scenario modeling to drive changes in client behaviour and decision-making at a day-to-day level. If this sounds like cashflow coaching, be assured it absolutely isn't, and we'll dive into how and where it differs (and why it works where the former often doesn't).
We'll also cover how:
