intelliflo Insider - Introducing the new intelliflo!

Introducing the new intelliflo!

05/05/21 • 17 min

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.

Previous Episode

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.

Next Episode

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.