Incorporate Cashflow Modelling with your Financial Planning System for better results
Helping Financial Advisers, Planners and Firms provide a
Professional Financial Planning Service
WHAT WOULD YOU LIKE TO DO:
Develop your FP Skills and business
Explain your real Value easier
Use Cashflow Modelling with confidence
Deliver your FP Service more Systematically
Implement Financial Product Solutions easier
Create more opportunities, naturally
Enjoy your work, your clients, your expertise
Financial Planning changes lives for the better.
It brings financial security, increases wealth and helps clients have a happier life by making the most of what they’ve got through better decision making. So, wouldn’t it be great if Financial Planning was rewarded more for this expertise than just the ability to sell more product?
Now it can.
The advancement of Cashflow Forecasting software in our industry has changed the possibilities for how we operate and how we can expect to be rewarded in our field. It allows us to demonstrate the enormous impact our strategies and product recommendations can have on our clients’ lives and be justly rewarded for that valuable advice.
Professional Financial Planning Servicing offers you the right earn more for your financial expertise without the inherent pressure of constantly having to sell products in exchange for ‘free’ financial advice and ‘plans’. As you know, in most cases, client planning work can lead to you implementing even more of your Financial Products as part of their better strategic solutions- thereby generating bonus revenue and AUM.
This clearly professional service enhances your credibility and highlights your firm's excellence amongst your peers, other Professionals and your public.
PFP Coaching Helps Financial Planners Give More and Earn More For Their Expertise
Call or reach out for a conversation to discuss your situation and find out if and how PFP Coaching can help you introduce or improve your own Professional Financial Planning Service.
About: Peter Reilly
Your Coach, is a successful business owner and financial planning practitioner. He has a B.Comm from Galway University, a QFA since 2001 and CFP since 2014. He sold his Brokerage in 2025 to dedicate himself fully to train and coach Financial Advisers and Planners like you without any conflict of interest, as this work can involve joint engagement with your clients to perfect Planning Meetings.
Peter began working in the Financial Industry in 1989 where he worked with Irish Life Finance/KBC Finance as a Manager, Recruiter and Trainer to a team of Banking Executives in Asset and Commercial Finance and Lending Products before leaving to set up his own Brokerage ‘Peter Reilly Financial Services’ in 1998.
His experience as an Independent Financial Adviser and Broker since 1998 in the area of Financial Planning, Protection, Investments, Pensions, Asset and Personal Finance, lead to him also introducing a Lifestyle Financial Planning service in the late 2000’s. Clients would range from business owners and professionals to workers and executives as well as their families.
“My work directed towards providing Financial Solutions and Financial Plans to clients, providing appropriate Wealth Management Strategies and Investment portfolios to attain their objectives in life, improve their lifestyle and grow their financial resources. A Professional Financial Planning Service incorporates all of these elements.
Things changed once I found the type of financial software I was looking for in Prestwood's Truth from 2008 and then Voyant Software from 2013. I was now able to fully illustrate the clarity needed for client decision making because we could follow the expected money movements in their lifetime of certain recommendations and ideas. This changed everything because clients could now plan and then act faster instead of ‘having to think about’ a proposal. It just made financial planning make sense- as I often said to clients”
As Financial Planners know, working closely with clients for years brings out other skills such as listening, sound boarding and suggesting suitable ideas and financial strategies that can help move them into the direction of life that they want before demonstrating the Cashflow Modelling scenarios’ effects.
These skills are really Coaching skills and have brought about enormous life changing results for those Clients and are among the very same skills Peter brings to PFP Coaching to help you launch or improve your Professional Financial Planning Service.
“I believe a dedicated Financial Planner can do more than any other Profession when it comes to helping clients achieve ambitions in life, worklife and business as well as saving and making them money.
Unfortunately, many advisors struggle to be recognised for this impact which narrows the scope of opportunity for both the client and the adviser. There is so much advice and help given away freely in the pursuit of a singular sale for example. At the same time, there can be often be more work, product solutions and value unearthed for both, but is not, because of the time and targets pressure of moving onto the next deal with another prospect. Now there is another way, capturing the best of both worlds for everyone by evolving your service for the benefit of you both.
At PFP Coaching, the objective is to guide you through creating, communicating, and delivering a professional service that your clients understand and value, with more opportunities for growth from the appropriate advice. We combine coaching, training, cashflow modelling and processes to help you confidently offer more valuable advice to grow your practice sustainably which can lead to more appropriate business by implementing your strategic product solutions at the right time and level most suitable for the client’s situation.
If you would like to grow your business more by demonstrating your talents better then maybe it’s time to make the change you’ve been considering for so long. I understand the difficulties because I encountered them myself so often and resolved them through experimenting and learning from other experts in the field.
But, to me, there was always one person missing- someone who not only told you what you should be doing at each stage but who could then SHOW you how to introduce and integrate that initiative. Well, there’s someone here now and I do it through Professional FP Coaching and Training.”
You know that to make a change, you have to make things happen.
You can now choose to introduce or improve your own Professional Financial Planning practice through either Training and/or 1-1 Coaching to learn, adapt and implement that change.
Call or contact me to see what’s best for you.
Ready to explore how to improve your Professional Development and Business?
Networking must be the Marmite of professional business growth- you either love it or hate it and most people are the latter. Me too. But over the years, I managed to survive it, and even benefited from it by using a particular formula that I developed and it worked.
Anybody in the Financial Planning industry knows to get ahead you’ve got to get out there and show yourself whether it’s occasional or often. This can be so painful for many - especially if your reticence is stopping you from benefiting when attending, which only compounds things for the worst.
To build a Professional Financial Planning Firm, there are times when you will know you should be ‘there’, and occasions when you really want to be ‘there’ but the butterflies at the very thought of it are holding you back. That’s why this is such an important part of my Coaching for PFPs where we work on what you say, how to say it, to whom and when. And then we practice until it’s comfortable and I give them my Guide to keep for reference.
So, when you’re alone and know you’ve got to ‘be there’, here’s my guide, with my compliments. It contains my simple formula so you too can get in, get results and get away whenever you want, satisfied.
Even if you’re a seasoned Networker, I'm sure you’ll benefit from it too, Peter
PFP Training Courses
