intelliflo Insider

intelliflo

5.0（1則評分）
商業
隔月更新

intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.

2022/03/10

Protecting clients’ financial future through cashflow planning

In this episode of intelliflo Insider, Aishling Costello (intelliflo’s senior cashflow planning consultant), Ed Grobler (financial planner at Brewin Dolphin), and Darren Waller (Financial Protection & Mortgage Adviser at Generation Financial Services), discuss the real-life benefits of cashflow planning and the impact this technology has on clients and advisers alike.Produced and recorded remotely by Lansons.

33 分鐘
2021/05/05

Introducing the new intelliflo!

In this latest episode of intelliflo insider, intelliflo’s CEO, Nick Eatock; Americas President, Jenifer Valdez; and Chief Sales Officer, JK, come together to discuss the launch of the new intelliflo brand, why it’s been launched, and what it means for financial advisers.Recorded and produced remotely by the Lansons Content Team.

18 分鐘
2021/02/09

Engaging clients in the financial advice journey

In our second episode of intelliflo Insider, we take a look at how financial advisers can engage new and existing clients in the advice journey, and why this can deliver stronger results. To discuss this, we’re joined by Jill Thomas, MD at Future Life Wealth Management, Colette Noble, Director of Strategy at LIFT-Financial Group, an intelliflo’s product manager, Mark Corby.Produced and recorded remotely by Lansons.

30 分鐘
2020/12/11

Looking Ahead to 2021 in the Advice World

In our very first episode of The intelliflo Insider, we invited Catherine Morgan (Founder, The Money Panel) Ian McKenna (Fintech founder, columnist & financial services futurist), and our very own Nick Eatock (CEO and executive chairman) to peel back the layers of fintech in 2020. With covid-19 having a huge impact in everyone’s lives, Catherine, Ian and Nick take a deeper look into the impact of the coronavirus in financial services this year and how we can look ahead into 2021.Pro...

37 分鐘

共 4 集

intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.

創作者

intelliflo
活躍年代

2020年 - 2022年
集數

4
年齡分級

兒少適宜
節目網站

intelliflo Insider

intelliflo Insider

集數

Protecting clients’ financial future through cashflow planning

Introducing the new intelliflo!

Engaging clients in the financial advice journey

Looking Ahead to 2021 in the Advice World

簡介

資訊