A 29 minute watch.  

Helen Howcroft  runs Equanimity IFA in Islington, north London. A recent client segmentation exercise will lead to a more focused client bank of predominantly business owners for Helen, who has developed a penchant for helping clients navigate the financial aspects of the emotional rollercoaster associated with divorce.

She tells Sam Shaw of her frustrations over recruitment, especially in seeking a quality paraplanner with the level of technical capability she expects.

“Cashflow modelling has revolutionised this industry… it really helps us explore with clients the minimum amount they need to sell their business for in order to live the life they want…”

Another topic of conversation was #outsourcing compliance and Helen gives a huge shout out to the team at CATS compliance and training solutions and talks through how their service supports her business.