How one adviser used modelling to win client trust from day one

Client Context

Sophie* had recently set up her own practice after years of working under a network. As a new business owner, she knew she had to stand out quickly to win clients’ trust. Traditional fact finds and suitability reports felt too slow — she wanted a way to show her value in the very first meeting.

She had heard of cashflow modelling but hadn’t used it before. Her concern was that she might not have the time, skill, or resource to build models herself while also running every other part of the business.

The Challenge

Sophie’s challenges were clear:

• New clients cautious about working with an independent adviser
• Traditional fact finds felt slow and uninspiring in first meetings
• No in-house capacity to produce professional cashflow models quickly

She needed a tool to bring her advice to life and create immediate impact without overwhelming her setup.

The Turning Point

When a prospective client told her they were “shopping around” and wanted to see the difference she could make, Sophie realised she needed something tangible to demonstrate her value in that first meeting.

The Solution

Sophie partnered with Plus Group for cashflow modelling support. We:

• Produced simple but impactful cashflow models for her first client meetings
• Created side-by-side scenarios to show the difference her advice could make
• Gave Sophie confidence to use modelling as a central part of her pitch

Implementation Insight

We began with a prospective client planning for early retirement. In the first meeting, Sophie presented a model showing two scenarios — carrying on as they were versus following her recommendations. The visual made the difference crystal clear, and the client signed up on the spot.

Results

• Clients engaged and reassured from the first meeting
• Sophie built trust faster, converting prospects into clients
• A repeatable process that gave her a strong point of difference as a new adviser

Emotional Impact

For Sophie, the biggest win was confidence. She no longer worried about how to prove her worth quickly — she had a tool that spoke for itself. Prospects left meetings excited about their future, not bogged down by forms and jargon.

Before vs After

Barriers Addressed

Sophie worried cashflow modelling might feel too advanced or technical for new clients. Instead, it simplified her conversations, helping her secure commitments sooner.

If you want to demonstrate your value from the very first meeting, Plus Group’s cashflow modelling support gives you the clarity and impact to win client trust early.