8 KILLER MISTAKES TO AVOID
ON YOUR PATH TO VOYANT MASTERY.
This video demonstrates what financial forecasting is and how we use it to enhance our financial planning strategies. The first video was created for Serenity Financial Planning.
TO TEACH FINANCIAL ADVISERS HOW TO CREATE MEANINGFUL FINANCIAL PLANS IN LESS THAN 10 MINUTES.
There is no greater resource than Voyant Mastery for learning how to use the best financial planning tool in the world. Voyant is so powerful, so capable and because of this it can seem daunting at first glance. I highly recommend Voyant Mastery for any financial planner looking to get to know THE tool of our trade.
Andy is an enthusiastic and committed financial planning professional. I am pleased to recommend him both as a financial planner and in his role as an accredited trainer for Voyant Adviser.
Andrew is a highly advanced user of Voyant and passes his knowledge and skills on effectively and with real enthusiasm to other practitioners. He demonstrates clear financial planning skills during his practical, hands on, training sessions.
Otus Financial Planning
Having recently participated in a Voyant training session with Andy I would highly recommend his services to other Voyant users. Andy is a highly articulate communicator whose enthusiasm and passion improved my knowledge of Voyant tenfold. His handy hints and tips are worth their weight in gold
Serenity Financial Planning
Andy is a true expert on Voyant. What he also possesses is an ability to train advisers on the software and provide the confidence to use it. High recommended.
DJH Wealth Management
Andy really helped us get to grips with the more complicated aspects of financial planning tools. A specialist in getting the best out of your financial planning software and Voyant.
Expert Wealth Management
In the often staid world of personal finance Andrew brings a vitality and positivity to his work. Passionate about helping clients identify what’s really important (it’s not just about the money) and then working with them to create a financial plan that underpins these goals is what Andrew does – and does very well
Values to Vision FP
If you intend using cash flow planning as part of your business, and Voyant in particular, I’d highly recommend you speak to Andy to get the most of out your system.
Phillips Financial Planning
at Training Financial Advisers on Voyant.