Learn more about the CacheFlo Suite and how cash flow planning could allow you to find more money to help your clients fund their goals. The CacheFlo Suite goes beyond software. We’ve included marketing materials, our client app (Winton), client eLearning, lead generation tools, professional education (many CE Credits), and more. CacheFlo’s tools and training are the ultimate compliment to your financial planning software and other designations, allowing you to fund the plans you create, and enable more of your clients to act on your advice.
In this demo we’ll cover:
✔️ Essential cash flow planning concepts
✔️ An overview of CCS tools, including our client app, Winton, and eLearning for your clients
✔️ Winton Lead Generation Pages
✔️ Personalized Money Mindset Quiz
✔️ Creating a cash flow strategy
✔️ An overview of the Certified Cash Flow Specialist program (assistants and associates can also become certified)
✔️ Engaging your team in the program (built-in professional development)
✔️ Navigating CacheFlo Support
Who should attend:
⭐ Financial professionals
⭐ Investment advisors
⭐ Insurance advisors
⭐ Associate advisors
⭐ Assistants to financial professional
CacheFlo is a financial education company that builds eLearning and tools to help financial professionals and individuals make behaviour-based changes, which allow them to get more life from their money. We want to make it easier for people to predict the impact of their financial choices before they make them.
CCS professionals go through enhanced cash flow-based training to develop the skill set to deliver behaviour-based cash flow advice. They start the financial planning process with a cash flow plan to genuinely help their clients get more life from their money.
Stephanie Holmes-Winton is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001 to 2011. She then sold her practice and took her concept to start a training program for other advisors.
In 2013, Stephanie launched the Certified Cash Flow Specialist designation program (which qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.
