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.
intelliflo Insider
Claim This Podcastby intelliflo
5.0(1 reviews)
4 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
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.
Language
🇺🇲
Publishing Since
12/11/2020
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Recent Episodes
March 10, 2022
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.
May 5, 2021
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.
February 9, 2021
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.
4 total episodes available
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Frequently asked questions
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- What is intelliflo Insider?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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