Looking Ahead to 2021 in the Advice World
12/11/20 • 37 min
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.
Produced and recorded remotely by Lansons.
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.
Produced and recorded remotely by Lansons.
Next 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.
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/intelliflo-insider-414653/looking-ahead-to-2021-in-the-advice-world-57652974"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to looking ahead to 2021 in the advice world on goodpods" style="width: 225px" /> </a>
Copy